Archive for the 'WIOWIO' Category


20
Jan

Thursday Morning – Inventory Previews, BKR, CRGY

. . In today’s post please find: the natural gas preview (largest pull of the season expected; followed by another significant withdrawal in next week’s report), the oil inventory preview (numbers starting to normalize as inventories will be less skewed by end of year machinations), the WIOWIO Part 5 update, comments on the BKR quarter, […]


12
Jan

Wednesday Morning – Oil Inventory Preview, WIOWIO, etc

 . . Market Sentiment Watch: Inflation Watch.  In today’s post please find: the oil inventory preview (expectations directionally similar to last week), EIA STEO tables, the natural gas inventory preview, another WIOWIO update, and some other odds and ends. Ecodata Watch: We get CPI at 8:30 am EST (headline forecast = 0.4%, last read of 0.8%; […]


11
Jan

Tuesday Morning – WIOWIO, ENPH

. . Market Sentiment Watch:  Solid energy outlook. Broad markets watching Fed. Housekeeping Watch:  Questions about the site?  Email us at zman@zmansenergybrain.com In today’s post please find: the very early read on natural gas inventories (5x+ prior week’s report on a rare bit of “normal” weather), WIOWIO Update Part 3, ENPH cheat sheet update (back […]


28
Dec

Tuesday Morning – WIOWIO Part 2 Update

 . . In today’s post please find: the very early read on natural gas inventories (consensus forming up at a much bigger withdrawal for Thursday, essentially in line with year ago and five year average levels;  but we need to see more and note that next week we should again return to smaller pulls from […]


21
Dec

Tuesday Morning – WIOWIO Part 1 Update

. . Market Sentiment Watch: Omicron overtook Delta, easily, in the U.S. yesterday.  Experts still saying it’s less severe. BBB may not be toast according to sources. Winter solstice.  The days get longer from here. In today’s post please find: the very early read on natural gas inventories (smaller than last week’s withdrawal, much smaller […]

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