Archive for the 'VWDRY' Category


03
Sep

T.G.I. Long Weekend!

. . 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 If you try and fail to reach us by email (things happen, it’s the internet) you can always text us at our contact number. Please include your user […]


11
Aug

Wednesday Morning – VEI

. . 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 […]


09
Jul

T.G.I.F.

. . 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 (much smaller than expected build; look for a larger next week), the oil inventory review (positive report as weeklies […]


01
Jul

OPEC Thursday

. . Market Sentiment Watch: Energy eyes on the OPEC+ meeting. Most looking for an 0.5 to 1.0 mm bopd group increase in August.  In today’s post please find: the oil inventory review (positive side of neutral type report as weeklies go; cracks are holding up and more draws are expected as imports remain more […]


29
Jun

Tuesday Morning – NEX, VWDRY

. . Market Sentiment Watch:  Same as yesterday. Expect volatility into quarter end. Expect trepidation and volatility before the OPEC+ meeting on July 1. In today’s post please find: the very early read on natural gas inventories (modestly bigger build expected relative to last week (as expected); next week look for a smaller injection), comments […]

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