. . Several readers have sent generous donations to the Ukraine Crisis Relief Fund here. The need will be immense. Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and are scrubbing our contact list this week. Some former subscribers who have…
Category: oas
Thursday Morning
. . In today’s post please find: the oil inventory review (negative on the surface, a little better underneath), the natural gas preview (consensus rose to meet us), requested comments on OAS, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 345,000, last read was 362,000), We…
Wednesday Morning
. . Market Sentiment Watch: Sloppy market conditions. In today’s post please find the oil inventory preview (API was benign), the natural gas inventory preview, some gleanings from LNG’s call yesterday on LNG, comments on the OAS quarter (we don’t own it but this is a requested quarterly look), notes on MGY’s insider buying, and…
Thursday – Friday Morning – Happy Thanksgiving
. . Market Sentiment Watch: China, China, China. We are on vacation today. In this short post please find the oil and natural gas inventory tables, a few key graphs (rig counts, imports, rigs vs production and some others and we may add a few during the morning), a comment on OAS, and a few…
Wednesday Morning – Earnings Avalanche
. . Market Sentiment Watch: Yet another pile of earnings reports; more of a mixed today. In today’s post please find the oil inventory preview, the natural gas inventory preview, comments on the LPI quarter (strong numbers on pre-announced volume beat, interesting acquisition), comments on the PE quarter (good quarter, Street missed, good guidance all…