. . Market Sentiment Watch: Market leery of more SPACs coming to market this week. Energy markets watching re-opening announcements vs new variants and Covid numbers which have greatly improved but which may be seeing slowing improvement again (fear of the 4th wave). Energy eyes on OPEC+ chatter today and the expected decision tomorrow. Housekeeping […]
. . 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 (2nd largest withdrawal on record; five year comp now in deficit; next week’s draw to be smaller for […]
. . Market Sentiment Watch: Stimulus appears closer. In today’s post please find: the oil inventory preview (crude build, product draws expected; would not be at all surprised to see sizable bounce in gasoline demand and a reversal lower in net imports), the natural gas inventory preview (biggest withdrawal of the season to date; expect […]
. . Market Sentiment Watch: Eyes on last economic data before the election, tech earnings, the polls, Covid, and maybe terrorism concerns. In today’s post please find: the natural gas review (smaller than expected by Street and just above the upper end of our thoughts from last Friday … no change to our long held […]
. . Market Sentiment Watch: In energyland, all eyes on IEA comments which strike a more optimistic if not bullish tone relative to the OPEC MOMR color from yesterday ~ headline is demand exceeded supply in June and that stock draws are expected for the rest of the year despite a lower global demand forecast […]
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