Archive for the 'SOI' Category


Tuesday Morning – More Earnings

. . Housekeeping Watch: Due to a congested call schedule our comments today may be more brief than usual. If something is not clear please ask.  In today’s post please find: the very early read on natural gas inventories, comments on a number of reports from owned and/or names of interest, and some other odds […]



. . Z4 Sentiment Watch:  Another busy day and a busier week next week. So far things are shaping up largely as expected with all the big gassy players reiterating maintenance programs and not bolstering hedges to the chagrin of some of the sellside despite higher current prices.  On the frac side of earnings, things […]


Tuesday Morning – Energy Earnings 4Q21 Week 6 – Busy, Busy

. . Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. If something isn’t clear please ask.  Housekeeping Watch: Please bookmark our back up site, just in case: ZBLAST Email update: We are transitioning to a new contact system and are scrubbing our […]

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