Archive for the 'TPIC' Category


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 […]


26
Feb

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 (2nd largest withdrawal on record; five year comp now in deficit; next week’s draw to be smaller for […]


18
Dec

T.G.I.F.

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. . Market Sentiment Watch: Second vaccine receives emergency authorization, All eyes on stimulus talks as clock winds down. 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 […]


18
Nov

Wednesday Morning – TPIC

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. . Market Sentiment Watch: Pfizer final data better than initial data at 95% effectiveness. In today’s post please find: the oil inventory preview (again, a benign reports is expected with another decent sized draw down of distillate stocks; API was probably a head fake), the natural gas inventory preview (small builds expected), TPIC comments […]


06
Nov

T.G.I.F.

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  . . Market Sentiment Watch: Election and Covid on market’s mind. Biden pulling ahead in key states. We do not see this a deal killer at all for U.S. upstream. We have been and remain over 60% renewables and we do see a Biden win as largely favorable for the names we own in […]

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