Archive for the 'STEM' Category


11
Jun

T.G.I.F.

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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. Not a subscriber?  We can fix that.  Contact zman@zmansenergybrain for a special trial rate.   We also take soft dollars. We are likely tax deductible for you but check […]


10
Jun

Thursday Morning – TPIC

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. . In today’s post please find: the oil inventory review (negative side of neutral for a second week which is fine), the natural gas preview (we expect smaller than prior week so consensus now looks a bit high to us; expecting a good bit smaller next week again on HEAT), comments and a cheat […]


17
May

Monday Morning – VEI

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. . In today’s post please find: The Week That Was, The Five Things, VEI’s first quarter as a public company, STEM 1Q21 results, and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: We get Empire State at 8:30 am EST (no forecast, last read was […]


03
Feb

Wednesday Morning

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. . Market Sentiment Watch:  Market eyes on improving Covid numbers and D.C.  Again. Energy market on inventories and Iran. In today’s post please find: the oil inventory preview (another benign report expected but with a good shot at high exports), the natural gas inventory preview (biggest draw of the season in sight), smart storage, […]

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