Archive for the 'RIVN' Category


17
Dec

T.G.I.F.

. . Market Sentiment Watch: BBB delayed to 2022. Omicron wary. 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, pro forma comments on STEM, comments on the RIVN quarter, […]


09
Nov

Tuesday Morning – More Earnings

. . Housekeeping Watch:  Busy day and our comments may be more brief than usual. Shout if something isn’t clear.  In today’s post please find: the very early read on natural gas inventories (consensus forming up at smaller than Z4 expected injection), comments on the TPIC quarter, comments on the IEA quarter, comments on the […]


05
Oct

Tuesday Morning – Gassy Players Update + One To Watch

. . In today’s post please find: the very early read on natural gas inventories (consensus looks light to us), gassy player wet group update with comments, comments on a new name to watch, and some other odds and ends. Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$70.6 B, […]

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