Archive for the 'RRC' Category


27
Jul

Tuesday Morning

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. . 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 Have you bookmarked our backup site?  It’s rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com Please see the housekeeping watch at the end of this […]


27
May

Thursday Morning – Oil Review and Natural Gas Preview

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. . In today’s post please find: the oil inventory review (positive as weeklies go and better than expected), the natural gas preview (first triple digit injection expect … will be rare this season), FLMN model and cheat sheet update,  RRC cheat sheet update, and some other odds and ends.  Ecodata Watch: We get jobless claims […]


27
Apr

Tuesday Morning – FTCI IPO Preview, RRC, LBRT, ENPH

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. . In today’s post please find: the very early read on natural gas inventories, RRC 1Q21 comments, FTC Solar IPO preview, ENPH 1Q21 preview/thoughts, LBRT 1Q21 preview/thoughts, and some other odds and ends. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 11.2%), WE get consumer confidence […]


24
Feb

Wednesday Morning

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. . 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 […]


30
Oct

Friday Morning – More Gassy Player Reports

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. . Market Sentiment Watch: Eyes on last economic data before the election, tech earnings, the polls, Covid, and maybe terrorism concerns. In today’s post please find: the natural gas review (smaller than expected by Street and just above the upper end of our thoughts from last Friday … no change to our long held […]

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