28
Apr
. . 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 […]
Posted in AR, CLB, CNX, EQT, HPK, NEX, NOVA, OII | 110 Comments »
25
Feb
. . 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 […]
Posted in OII, SLCA, STEM, swn, TPIC | 69 Comments »
28
Oct
. . 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 […]
Posted in AR, EQT, HPK, OII, Uncategorized | 94 Comments »
13
Oct
. . 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 […]
Posted in BCEI, CRK, OII | 66 Comments »
29
Jul
. . Market Sentiment Watch: Busy busy day in energy land. Housekeeping Watch: Are we using the correct email for you? If you’re not getting ZBLAST’s or are getting them at the wrong address contact zman@zmansenergybrain.com Have you bookmarked our backup site? It’s rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com Comments […]
Posted in AR, CLB, CNX, EQT, NOVA, OII, PTEN, VLO | 73 Comments »