17
Feb
. . 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 We have 24 owned and/or names of interest companies reporting next week and some of our comments will be more brief than usual. If something isn’t clear in […]
Posted in STEM | 74 Comments »
09
Dec
. 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 (a little below Street, a little above our implied withdrawal; look for a much larger withdrawal next week and the […]
Posted in CIVI, Gassy, STEM | 69 Comments »
04
Nov
. . 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 (bigger than expected late season build; look for a large for time of year but notably smaller build next […]
Posted in STEM, TPIC, Uncategorized | 85 Comments »
29
Sep
. . In today’s post please find: the oil inventory review (positive side of neutral type report), the natural gas preview (consensus rose to meet us), comments and an updated cheat sheet for STEM, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 215,000, last read was […]
Posted in STEM | 38 Comments »
05
Aug
. . Renewables Market Sentiment: Senator Sinema on board. IRA bill process to move forward weekend. 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 (bigger than expected build, balancing […]
Posted in STEM, swn | 67 Comments »