Archive for the 'OII' Category


28
Jul

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  High call volume begins today. Please note that some of our comments are more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory review (positive side of neutral with record oil exports), the natural gas preview (Street is in the lower end […]


28
Apr

Thursday Morning – 1Q22 Earnings Avalanche Day 2

. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]


25
Feb

Friday Morning – More Earnings

. . Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. If something isn’t clear please ask.  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 […]


28
Oct

Thursday Morning – Earnings Avalanche + HPK Update

. . Housekeeping Watch: Busy day and our comments may be more limited than usual. If something isn’t clear please ask in the comments section.  If you know of anyone who would be interested in a subscription before we raise prices, like everyone else, drop them a line or have them contact zman@zmansenergybrain.com In today’s […]


13
Oct

Wednesday Morning – Trading Ideas

. . In today’s post please find: the natural gas inventory preview (in line with our thoughts), shorter term trading ideas, and some other odds and ends. Ecodata Watch: We get CPI at 8:30 am EST (headline forecast = 0.3%, flat with last month; core CPI forecast = 0.3%, last week 0.1%), We get the FOMC […]

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