Archive for the 'Uncategorized' Category


19
Nov

Tuesday Morning – MR, JKS

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. . Market Sentiment Watch: In today’s post please find an updated cheat sheet for MR, comments on the JKS quarter (sizable beat, 4Q guide is big but light to Street on timing push, 2020 strong), and some other odds and ends.  Ecodata Watch: We get Housing Starts at 8:30 am EST (no forecast, last […]


18
Nov

Monday Morning

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. Market Sentiment Watch:  In today’s post please find The Week That Was, the 5 Things, brief comments on COG, and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: We get the home builders’ index at 10 am EST (no forecast, last read was 71). The […]


16
Nov

Wrap – Week Ended 11/15/19

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. . Free Stuff on SA this week: Magnolia – oily, high margin, low debt, free cash flow story. BE – 3Q19 Wrap. Questions and comments under The Wrap will be addressed in the Monday post. Questions about the site can be sent to zman@zmansenergybrain.com We had one trade this week and the blotter is […]


15
Nov

Friday Morning – 3Q19 Wrap

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. . Market Sentiment Watch:  In today’s post please find the the natural gas review (in line, likely we’ve peaked or come close to peaking with next week looking for a small draw), the oil inventory review (mixed bag, better internal next week but not as bad as the reaction we saw), our 3Q19 wrap, […]


14
Nov

Thursday Morning – Wind, OPEC Monthly

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. . Market Sentiment Watch: Most eyes back on China as headlines point to a “snag”.  Ours are/have been on 5 key energy reports this week (so far, so benign). In today’s post please find the oil inventory preview (easy comps for crude this week; look for a bounce in throughput and exports), the natural […]

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