Archive for the 'swn' Category


24
Aug

Thursday Morning – SWN

Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com  In today’s post please find: the oil inventory slide show,  the natural gas inventory preview, a 2024 model and cheat sheet update […]


04
Aug

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, our preview of next week’s storage number and the peak storage plot.  comments on the SWN quarter,  and some […]


07
Jul

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 oil inventory slide show, the natural gas preview, the natural gas supply / demand balance sheet for next week’s build, the natural […]


25
May

Thursday Morning – SWN

.  . In today’s post please find: the oil inventory review (bullish report as weeklies go; Big 3 inventories now at lows reached late 2022 and headed lower from here), the natural gas preview, comments and a model/cheat sheet update for SWN,  chat with management comments at MGY, and some other odds and ends.  Ecodata Watch: […]


28
Apr

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 with Z4, a little high to Street, shoulder noise either way; next week look for a smaller […]

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