Archive for the 'PTEN' Category


24
Jun

T.G.I.F.

. . 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 In today’s post please find: the natural gas review (yesterday’s injection was just within the upper end of our range; we expect a slightly small build next week), […]


29
Jul

Thursday Morning – Earnings Avalanche

. . 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 […]


22
Oct

Thursday Morning – First Mini Earnings Avalanche of the Season

. . Market Sentiment Watch: The renewables space took a drubbing yesterday with solar in the lead on the declines. The run has been strong and some profit taking along the way is to be expected. We had previously taken some profits but not a lot our our sense is this is more speed bump […]


13
Dec

Tuesday Morning – RICE, XOG

. . Market Sentiment Watch: Economic quiet before storm. In energyland, buy the rumor, sell the news led to profit taking yesterday. We see this as noise. We expect to see a string of price target increases into year end as the sellside begins to lift their 2017 oil decks again (currently at $53). In today's […]


30
Sep

T.G.I.F.

. . Market Sentiment Watch: All eyes on end of quarter issues and credit default swaps. In today's post please find the natural gas storage review (smaller than expected injection keeps us on track for our month's old peak storage projection but it will be interesting to see near term, when temperatures retreat, how much generation […]

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