. . 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 […]
. . 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 […]
. . 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 […]
. . 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 […]
. . 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 […]
Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette