Archive for the 'VLO' Category


29
Jul

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy busy day in energy land. 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 Have you bookmarked our backup site?  It’s rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com Comments […]


22
Apr

Thursday Morning – Oil Inventory Review plus more early part of season earnings

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. . In today’s post please find: the oil inventory review (fairly neutral as weeklies go, although easy comps allowed Crude, Gasoline and Distillates to all improve YoY and to the 5 year average), the natural gas preview (smaller this week with a smaller number next week as well), CLB 1Q21 comments, VLO 1Q21 comments […]


28
Jan

Thursday Morning – ORA

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. . Market Sentiment Watch: Nervous markets with forced exposures possible for some players. A handful of energy earnings have our eye today.  In today’s post please find: the oil inventory review (positive report as weeklies go; arguably a low quality beat on the imports swing but the internals are positive), the natural gas preview […]


30
Jul

Thursday Morning – AR, CXO, OII, VLO, COP

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. . Market Sentiment Watch: Harvard says 34 states should not travel; market appears to be concerned about rising Covid numbers.  Market is concerned about coming July nonfarm payrolls at the end of next week. More late stage vaccine trials are getting underway. Valero highlighted rising refined product demand. In today’s post please find: the […]


29
Apr

Wednesday Morning

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. . Market Sentiment Watch: Fed speak day. Market eying state re-openings … would not expect a bump in cases if they result from re-openings for about 2 weeks. Meanwhile Germany is seeing rising cases and may go tighter again. In today’s post please find: the oil inventory preview (more monster builds expected but less […]

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