Archive for the 'TPIC' Category


23
Jul

T.G.I.F.

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. . . 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 Have you bookmarked our backup site?  It’s rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com Please see the housekeeping watch at the end of […]


16
Jul

T.G.I.F.

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. . Market Sentiment Watch: Energy names are currently on the back foot (at least in part due to OPEC+ concerns). Meanwhile mark to market season is in full swing and estimates and targets are largely being marked up. Housekeeping Watch:  Are we using the correct email for you?  If you’re not getting ZBLAST’s or […]


10
Jun

Thursday Morning – TPIC

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. . In today’s post please find: the oil inventory review (negative side of neutral for a second week which is fine), the natural gas preview (we expect smaller than prior week so consensus now looks a bit high to us; expecting a good bit smaller next week again on HEAT), comments and a cheat […]


07
May

T.G.I.F.

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. . 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 (slightly smaller than expected build; next week looks tame as well), comments on the TPIC 1Q21 report, a pre […]


01
Apr

Thursday Morning – TPIC

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. . Market Sentiment Watch: All eyes on OPEC+. The market is closed tomorrow. In today’s post please find: the oil inventory review (positive side of neutral, with oil and gasoline improving to year ago and five year average levels and with U.S. refiner throughput back above year ago levels for the first time since […]

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