Archive for the 'SHLS' Category


01
Jun

Wednesday Morning – SHLS

. . In today’s post please find: the early read on natural gas inventories, comments and a cheat sheet update for SHLS, NFE confirms asset sale, SEV signs new partner, and some other odds and ends. Ecodata Watch: No EIA oil inventory report until tomorrow due to the holiday,  We get ISM manufacturing at 10 […]


17
May

Tuesday Morning – One Last 1Q22 Earnings Surge

. . In today’s post please find: the very early read on natural gas inventories, comments on quarterly reports from: SHLS, HPK, REE, and some other odds and ends. Ecodata Watch: We get retail sales at 8:30 am EST (no forecast, last read was 0.8% headline, 1.5% ex autos), We get industrial production at 9:15 […]


10
Mar

Thursday and Friday

. . Ukraine Watch:  We donated here.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and continue to scrub our contact list.  Some former subscribers who have been receiving ZBLASTs are being from the notification list. If they wish to continue receiving emails […]


30
Nov

Tuesday Morning

. . In today’s post please find: comments and cheat sheet updates for SHLS and STEM, SWN adds better priced hedges to support Haynesville deal, and some other odds and ends. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 19.8%), We get Chicago PMI at 9:45 am […]


10
Nov

Wednesday Morning – Dueling Inventory Reports and More Earnings

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview (we get this report today due to the holiday), comments on the SHLS quarter, comments on the STEM quarter, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 260,000, last read […]

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