Archive for the 'swn' Category


09
Dec

Thursday Morning – Oil Review & Natural Gas Preview Plus Gassy Players Liquids Rich Edition Update

. . Market Sentiment Watch: Evergrande appears to be in default.  Others may follow.  Housekeeping Watch: Are we using the correct email address for ZBLAST trade notifications for you?  If not please let us know at zman@zmansenergybrain.com It’s the slow season. If you have questions we may have answers. So please ask.   In today’s post […]


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 […]


05
Nov

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 We write free articles from time to time and share them via Seeking Alpha. We don’t give investment advice.  We simply tell you what we are thinking and what […]


04
Nov

Thursday Morning – OPEC Day plus CIVI (BCEI), SWN, GDP

. . Housekeeping Watch:  We write free articles from time to time and share them via Seeking Alpha. We don’t give investment advice.  We simply tell you what we are thinking and what we are buying and selling.  We are raising our prices for new subscribers soon as we have not in over a decade. […]


05
Oct

Tuesday Morning – Gassy Players Update + One To Watch

. . In today’s post please find: the very early read on natural gas inventories (consensus looks light to us), gassy player wet group update with comments, comments on a new name to watch, and some other odds and ends. Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$70.6 B, […]

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