Archive for the 'VLO' Category


25
Oct

Tuesday Morning – Earnings Acceleration

. . Housekeeping Watch:  Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. In today’s post please find: the very early read on natural gas inventories, comments on four reporting names of interest, and some other odds and ends. Ecodata […]


28
Jul

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  High call volume begins today. Please note that some of our comments are more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory review (positive side of neutral with record oil exports), the natural gas preview (Street is in the lower end […]


26
Apr

Tuesday Morning – VLO

. .   Housekeeping Watch 1: Subscribers We have transitioned to a new contact management system.  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 IF you “unsubscribe” from one of our emails please know that you will not be able to […]


27
Jan

Thursday Morning – Oil Inventory Review, Natural Gas Storage Preview, RES, 4Q21 So Far

. . Housekeeping Watch: Are you getting trade notification emails (ZBLASTs) at the correct address?  If not let us know at zman@zmansenergybrain.com. In today’s post please find: the oil inventory review (positive side of neutral, please see the slide show below), the natural gas preview (+200+ Bcf this week, likely 200+ Bcf next as well), […]


21
Oct

Thursday Morning – A Permian Minnow

. . In today’s post please find: the oil inventory review (bullish as weeklies go but more importantly shaping up as expected on the net imports, throughput, and L48 production front and demand is shaping a little better than expected to boot), the natural gas preview (no change, number looks a little hefty to us; […]

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