Archive for the 'PTRA' Category


24
Nov

Happy Thanksgiving – Wednesday to Friday Post

. Housekeeping Watch: Hello, we are here all day today but off Thursday and Friday. This post will grow to include both the Oil Inventory Review and the Natural Gas Storage Review sometime Wednesday afternoon. The markets are closed on Thursday – Happy Thanksgiving! And open until 1 pm EST Friday. This is usually one […]


11
Nov

Thursday Morning – PTRA

. . Housekeeping Watch:  Are we using the correct email address for trade notifications?  If not please let us know at zman@zmansenergybrain.com In today’s post please find: the oil inventory review (positive side of neutral report, good to see the refiner throughput scenario playing out as wells as the gasoline/distillate skew), the natural gas preview […]


09
Sep

Thursday Morning – Dueling Inventory Reports

. . In today’s post please find: the oil inventory preview (across the board declines expected but this report is going to be wild given Ida), the natural gas inventory preview (much smaller than year ago and 5 year average level injection expected), a fun graph of natural gas vs the gassy group, NGL macro […]


12
Aug

Thursday Morning – Late in the quarter mini earnings avalanche

. . Market Sentiment Watch: Late in the quarter but a busy day in the greater energy space for us. Comments may be briefer than usual. If something isn’t clear please ask.  In today’s post please find: the oil inventory review (neutral report), the natural gas preview (consensus in line with our thoughts; smaller build […]


20
Jul

Tuesday Morning – HES, HAL, PTRA

. . In today’s post please find: the very early read on natural gas inventories (in line with our view for a modestly smaller injection vs last week), requested comments on HES, 2Q21 HAL comments, and some other odds and ends. Ecodata Watch: We get building permits at 8:30 am EST (F = 1.68 mm, […]

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