Archive for the 'VWDRY' Category


18
Dec

T.G.I.F.

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. . Market Sentiment Watch: Second vaccine receives emergency authorization, All eyes on stimulus talks as clock winds down. 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 (in line […]


01
Dec

Tuesday Morning – VWDRY

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. . Market Sentiment Watch: Energy eyes remain nervous as OPEC pushed the OPEC+ meeting back from today until Thursday. We still expect a 3 month curb extension, eventually, though we may see some from of hybrid plan with both a gradual increase during the period and a catch up mechanism for over producers like […]


04
Nov

Windy Wednesday

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. . Market Sentiment Watch: Too close to call. Expect volatility. Seeing some knee jerk action in green/renewables on thought of Trump victory overnight markets.   In today’s post please find: the oil inventory preview (benign report expected vs historically easy comps), the natural gas inventory preview (first draw of the season expected), comments on the […]


29
Oct

Thursday Morning – Mini Earnings Avalanche + Vestas

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. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]


01
Oct

Thursday Morning

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. . Market Sentiment Watch: Market eyes on data and congress.  In today’s post please find: the oil inventory review (modestly positive, better on distillates than expected which is a plus, record net import low, no uptick in weekly oil production), the natural gas preview (Street is a little higher than us), comments on Vestas […]

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