. . 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 In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on quarterly results from VWDRY, […]
. . In today’s post please find: the oil inventory review, the natural gas preview, comments another 4 names of interest reporting 3Q22 results, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 219,000; last week was 217,000) We get CPI at 8:30 am EST Headline monthly […]
. . 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, […]
. . 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 […]
. . 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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