Archive for the 'STEM' Category


17
Dec

T.G.I.F.

. . 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, […]


16
Dec

Thursday Morning – CNX, GOEV, STEM

. . In today’s post please find: the oil inventory review (better than expected report, as weeklies go), the natural gas preview (Street just under our expectation; either way, consensus and our number is well below historical pulls for this time of year as mild weather yields a slow start to withdrawal season), a cheat […]


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 […]


24
Sep

T.G.I.F.

. . 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 (in line storage build, 3 new graphs added to the usual Gas Graphs section, next week look for a […]

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