Archive for the 'VEI' Category


11
Aug

Wednesday Morning – VEI

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. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on the SHLS quarter (meet and reaffirm and some good confidence instilling color), comments on the VWDRY quarter, comments on the FTCI quarter, VEI to be acquired by CHK in stock and cash deal. and some other odds […]


18
May

Tuesday Morning

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. . In today’s post please find: the very early read on natural gas inventories (early consensus in line with our table for the week), VEI – post quarter cheat sheet and model update, and some other odds and ends. Ecodata Watch: We get housing starts at 8:30 am EST (F = 1.78 mm, last […]


17
May

Monday Morning – VEI

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. . In today’s post please find: The Week That Was, The Five Things, VEI’s first quarter as a public company, STEM 1Q21 results, and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: We get Empire State at 8:30 am EST (no forecast, last read was […]


16
Apr

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 (slightly smaller than expected build; modestly larger build next week amid slack seasonal demand and record exports to Mexico/ […]


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 […]

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