Archive for the 'Uncategorized' Category


25
Feb

Thursday Morning – OII

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. . Market Sentiment Watch:  Busy end to the week ahead. Please note that some of our comments on reporting names may be more brief than usual due to a congested calendar and some names who report pre market.  If something isn’t clear please ask about it in the comments section.   In today’s post please […]


22
Feb

Monday Morning

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. . Market Sentiment Watch: Another busy week on the economic data front. Energy eyes on strong results from Israel on Covid vaccine efficacy, Iran, and lead up to the next OPEC+ meeting. In today’s post please find: The Week That Was, The Four Things, and some other odds and ends. In case you missed […]


20
Feb

Wrap – Week Ended 2/19/21

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. . A rare week in Texas and much of the US Lower 48 roiled energy markets.   Renewables. especially solar names, retreated after sharp gains YTD while traditional energy benchmarks inched higher and the SPX retreated slightly.  CFTC data for natural gas show speculative net longs in natural gas holding near the cycle high.  With […]


19
Feb

T.G.I.F.

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. . Our thoughts are with Texas and the Gulf Coast. 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 though that was due to last […]


18
Feb

Thursday Morning – BCEI, AR and more

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. . Market Sentiment Watch: Busy earnings day. Energy eyes on Texas. In today’s post please find: the oil inventory preview, the natural gas inventory preview (biggest of season to be followed by near record next week), comments on the BCEI quarter, comments on the AR quarter, comments on VWDRY and BWEN the PXD and […]

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