Archive for the 'SND' Category


12
May

Thursday Morning – RRC, SND, PFHC

.. .  In today’s post please find: the oil inventory review (positive side of neutral type report despite the first of the mammoth SPR releases), the natural gas preview (in line with last week), comments and a cheat sheet update for RRC, comments on the SND quarter (solid), PFHC (frac co) IPO thoughts, and some […]


09
Mar

Wednesday Morning – CIVI, SND

 . . 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 […]


15
Mar

Thursday Morning

. . Market Sentiment Watch: IEA takes a more bullish tone. See Commodities Watch section below for the laundry list of highlights.   In today's post please find: 1) the oil inventory review (double expectations crude build despite much higher than expected refiner throughput and a dip in imports, and much much larger than expected product draws […]


09
Jan

Tuesday Morning – More Sand

. . Market Sentiment Watch: Goldman energy conference likely to produce headlines. In today's post please find the early read on oil inventories (Street looking for another crude pull and sizable product builds – see our note of caution in Monday's post), the early read on natural gas inventories (consensus looking for a record withdrawal […]

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