Archive for the 'USWS' Category


01
Sep

Thursday Morning – PFHC

  .  . In today’s post please find: the oil inventory review (positive side of neutral type report), the natural gas preview (consensus is in the middle of our range from last Friday), comments on PFHC/USWS, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 245,000; last […]


12
Aug

T.G.I.F.

.. . 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 (look for a modestly smaller injection next week on strong power burn), comments on the PFHC quarter (big 2Q22 […]


11
Aug

Thursday Morning – Oil Review, Natural Gas Preview, EE, USWS

.  . In today’s post please find: the oil inventory review, the natural gas preview, OPEC and IEA monthly notes, comments on the USWS quarter, comments on the EE quarter, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 264,000; last week was 260,000), We get PPI […]


29
Jun

Wednesday Morning – NOG

. . Housekeeping Watch: EIA will post the last two weeks of oil inventory data today at the regular time of 10:30 EST. Not sure of the format.  This will likely cause a temporary increase in volatility as the market digests the double dose of data relative to estimates that are less than optimal.  The […]


23
Jun

Thursday Morning – USWS & PFHC

. . Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com  In today’s post please find: the oil inventory preview, the natural gas inventory preview, PFHC pro forma USWS for 2023, […]

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