. . 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 […]
. . 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 […]
. . 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 […]
. . 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 […]
. . Market Sentiment Watch: Busy earnings day. In today’s post please find the early read on oil inventories, comments on the MGY quarter, comments on the HPR quarter, and some other odds and ends. Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$52.4 B, last read was -$454.9 […]
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