27
Jul

Tuesday Morning

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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
  • Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
  • Please see the housekeeping watch at the end of this post. 

In today's post please find:

  • the early read on oil inventories,
  • the very early read on natural gas inventories (consensus forming up as expected),
  • comments on the RRC quarter,
  • earnings synopsis of the quarter so far,
  • and some other odds and ends.

Ecodata Watch:

  • We get Durable goods at 8:30 am EST (F = 2.0%, last read was 2.3%),
  • We get Case-Shiller home prices at 9 am (no forecast),
  • We get consumer confidence at 10 am EST (F = 125, last read was 127.3),
  • We get housing vacancies at 10 am EST (no forecast),
  • 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 –  So Far This Quarter, 2Q21 Calendar Update, RRC, TSLA, LBRT
  4. Odds & Ends

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26
Jul

Monday Morning – Busy Week On Tap

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Market Sentiment Watch:

  • Big energy earnings week on tap. This week we get the first of the reports for 2Q21 from:
    • gassy names (including liquids rich ones),
    • a number of solar space names,
    • and pure play pressure pumpers

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
  • Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
  • Please see the housekeeping watch at the end of this 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 New Home Sales at 10 am EST (F = 795,000; last read was 800,000).

The Week Ahead: 

  • Tuesday - Durable goods, Case-Shiller home prices, consumer confidence, housing vacancies,
  • Wednesday - Advance trade in goods, FOMC announcement, Powell press conference, 
  • Thursday - Jobless claims, 2Q21 GDP, pending home sales, 
  • Friday - Personal income, consumer spending, core inflation, Chicago PMI. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was - note OPEC 2022 forecast add, OPEC NGL forecast add. 
  4. Stuff We Care About Today – The Five Things, Calendar
  5. Odds & Ends

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24
Jul

Wrap – Week Ended 07/23/21

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Busy week ahead.  Please see the Calendar link at left.

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Holdings Watch:

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23
Jul

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
  • Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
  • Please see the housekeeping watch at the end of this post. 

In today's post please find:

  • the natural gas storage report review (essentially in line injection; next week look for a modestly smaller storage injection),
  • SLB 2Q21 comments,
  • TPIC comments,
  • and some other odds and ends.

Ecodata Watch:

  • We get Markit manufacturing PMI at 9:45 am EST (F = 61.8, last read was 62.1),
  • We get Markit services PMI at 9:45 am EST (F = 64.3, last read was 64.6).

In Today’s Post:

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

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22
Jul

Thursday Morning

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Housekeeping Watch:   Please see the housekeeping note near the bottom of this post. 

In today's post please find:

  • the oil inventory review (neutral report with decent internals),
  • the natural gas preview (consensus still calling for a smaller build this week vs last, in line with our thoughts from last Friday; notably it's hotter this week and we should get a second sequentially smaller build next week as well),
  • pressure pumper pre 2Q21 thoughts,
  • and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 348,000, last read was 360,000),
  • We get existing home sales at 10 am EST (F = 5.93 mm, last read was 5.8 mm),
  • We get leading indicators at 10 am EST (F = 0.9%, last read was 1.3%),
  • 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 - Pressure pumping, LBRT, PUMP, NEX
  5. Odds & Ends

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