03
Aug
. . Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com Due to a congested call schedule our comments today may be more brief than usual. If something is not clear […]
Posted in chk, MGY, PTRA, PUMP, pxd, ROCC, Uncategorized | 145 Comments »
24
Feb
. . Housekeeping Watch: If you are not getting ZBLAST trade notifications at the proper email address please drop us a note at zman@zmansenergybrain.com In today’s post please find: the oil inventory preview (messy data set due to weather but big withdrawals expected across the board), the natural gas inventory preview (consensus augers for 2nd […]
Posted in ACTC, COG, pxd, RRC, SOAC | 86 Comments »
05
Nov
. . Market Sentiment Watch: Election indecision remains in focus but market appears to be signalling it’s OK with the senate vs WH current reads, Jerome Powell speaks this afternoon. Housekeeping Watch: If you are new here: please ask questions, let us know where you’d like to receive ZBLAST trade notices if not on your […]
Posted in AMSC, FLMN, GDP, PE, pxd, Uncategorized | 95 Comments »
21
Oct
. . Market Sentiment Watch: Market eyes still on stimulus. In today’s post please find: the oil inventory preview (easy comps; API was solid on products overnight), the natural gas inventory preview (Street is still a bit smaller than we expect), new name to watch, PXD is in fact acquiring PE comments on BCEI and […]
Posted in AMCI, BCEI, PE, pxd, Uncategorized | 63 Comments »
20
Feb
. . Market Sentiment Watch: Getting busier as earnings season rolls along. People want upstream to increase dividends and so far this season that’s a go where feasible (FANG, CXO, DVN all increased yesterday). In today’s post please find: the oil inventory preview (API was a mixed bag) (11 am EST), the natural gas inventory […]
Posted in MGY, PE, pxd | 103 Comments »