. . Holdings Watch: We sold our remaining PLUG position at $24.52, up 370%. We added to one solar area name and one commercial EV name. The blotter is updated. Questions about the site, including taking a test drive can be addressed to zman@zmansenergybrain.com. Questions and comments under The Wrap will be addressed in the […]
. . In today’s post please find: the oil inventory review (positive report, crude, gasoline, distillates now all below the five year average), the natural gas preview, comments on several names reporting 1Q21 results, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 527,000, last read was […]
. . In today’s post please find: the oil inventory preview (another benign to modestly positive report expected relative to fairly easy comparisons from a year ago), the natural gas inventory preview (consensus is falling towards our thoughts of a lowish number for the week (historically speaking), MGY 1Q21 comments, VWDRY 1Q21 comments, CRK 1Q21 […]
. . Sentiment Watch: Max energy earnings this week. In today’s post please find: The Week That Was, The Five Things, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: We get ISM manufacturing at 10 am EST (F = 65.0%, last read was 64.7%), We […]
. . Holdings Watch: The blotter is updated. Questions under The Wrap will be addressed in the Monday post. Questions about the site can be directed to zman@zmansenergybrain.com. Have a good weekend, Z .
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