17
Dec
. . 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, […]
Posted in RIVN, STEM | 37 Comments »
09
Nov
. . 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 […]
Posted in HPK, IEA, NEX, RIVN, TPIC, Uncategorized | 83 Comments »
05
Oct
. . 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, […]
Posted in AR, Gassy, RIVN, RRC, swn | 47 Comments »