25
May
. . 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: […]
Posted in MGY, swn, Uncategorized | 61 Comments »
28
Apr
. . 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 […]
Posted in SLCA, SM, swn | 92 Comments »
14
Mar
Housekeeping Watch: If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s post please […]
Posted in AR, RRC, swn, Uncategorized | 61 Comments »
24
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 In today’s post please find: the natural gas review, the oil inventory review, comments on the SWN, SLCA, and OII 4Q22 reports. and some other odds and ends. […]
Posted in OII, SLCA, swn | 99 Comments »
16
Nov
. . 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 If you are new here, or a long term subscriber, please ask questions. There are no dumb questions here. In […]
Posted in REE, RRC, swn, Uncategorized | 83 Comments »