22
Oct

T.G.I.F.

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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 build; look for a modestly smaller build next week as we start to cool off),
  • comments on the SLB quarter,
  • and some other odds and ends.

Ecodata Watch:

  • We get the Markit flash PMI for manufacturing and services at 9:45 am EST.  Forecast is for 60.5 vs prior read of 60.7 and 55.5 and 54.9 prior read respectively.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today - SLB
  5. Odds & Ends

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21
Oct

Thursday Morning – A Permian Minnow

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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; much smaller number next week either way as the injection season starts to wind down),
  • comments on the VLO quarter,
  • comments on a small cap Permian,
  • and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 300,000, last read was 293,000),
  • We get Philly Fed at 8:30 am EST (F = 24.5, last read was 30.7),
  • We get existing home sales at 10 am EST (F = 6.1 mm, last read was 5.88 mm),
  • We get leading indicators at 10 am EST (F  = 0.4%, last read was 0.9%),
  • We get the EIA Natural Gas Storage Report at 10:30 am EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - VLO, a Permian minnow, the 3Q21 energy earnings calendar
  5. Odds & Ends

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20
Oct

Wednesday Morning

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Market Sentiment Watch: 

  • Energy segment's strong sentiment is broadening into Oil Service and potentially back into some portions of the renewables segment as well.

In today's post please find:

  • the oil inventory preview (benign set of numbers expected),
  • the natural gas inventory preview,
  • comments on the BKR quarter
  • and some other odds and ends.

Ecodata Watch:

  • We get the EIA oil inventory report at 10:30 am EST.
  • We get Beige Book at 2 pm EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - BKR, 3Q21 Energy Earnings Calendar, HPK
  4. Odds & Ends

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19
Oct

Tuesday Morning – HAL

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In today's post please find:

  • the very early read on natural gas inventories (early consensus is slightly high to us),
  • comments on EIA DPR,
  • comments on the HAL quarter,
  • and some other odds and ends.

Ecodata Watch:

  • We get building permits at 8:30 am EST (F = 1.69 mm, last read was 1.72 mm), 
  • We get housing starts at 8:30 am EST (F = 1.61 mm, last read was 1.62 mm),
  • We get API Oil Inventories at 4:30 pm EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – HAL, 3Q21 Energy Earnings Calendar
  4. Odds & Ends

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18
Oct

Monday Morning – 3Q21 Earnings Season Eve

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Housekeeping Watch:

  • Please let us know if you are not receiving ZBLAST trade notifications or are not getting them at the right address. Also, please put us in your contacts list so that it's less likely our communications get routed to spam.
  • Today's post contains some wide charts. If they bleed off the right hand side of your screen you can adjust the zoom setting on your browser or click directly on any chart or table in the site to bring it into its own frame. Then just hit the back arrow on your browser to return to the post.  

In today's post please find:

  • The Week That Was,
  • The Five Things,
  • and some other odds and ends.

In case you missed The Wrap please click here.

 

Ecodata Watch:

  • We get industrial production at 9:15 am EST (no forecast, last read was 0.4%),
  • We get capacity utilization at 9:15 am EST (no forecast, last read was 76.4%),
  • We get the NAHB index at 10 am EST (no forecast, last read was 76),
  • We get the EIA Drilling Productivity Report around 1 pm EST (look for further DUC depletion, modest upward revisions for both oil and natural gas production for October with higher November forecasts).  

The Week Ahead: 

  • Tuesday - Building permits, housing starts, ADP oil inventories, 
  • Wednesday - Beige Book, EIA Oil Inventories, 
  • Thursday - Jobless Claims, Philly Fed, existing home sales, leading indicators, EIA Natural Gas Storage,
  • Friday - Markit manufacturing and service flash PMIs.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today – The Five Things, 3Q21 Energy Earnings Calendar, VWDRY, ENPH
  5. Odds & Ends

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Continue Reading »

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