27
Jul
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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:
- Holdings Watch
- Commodity Watch
- Stuff We Care About Today – So Far This Quarter, 2Q21 Calendar Update, RRC, TSLA, LBRT
- Odds & Ends
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Posted in RRC, Uncategorized by: zman
43 Comments
26
Jul
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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:
- Holdings Watch
- Commodity Watch
- The Week That Was - note OPEC 2022 forecast add, OPEC NGL forecast add.
- Stuff We Care About Today – The Five Things, Calendar
- Odds & Ends
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Posted in Uncategorized by: zman
41 Comments
24
Jul
.
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Busy week ahead. Please see the Calendar link at left.
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Holdings Watch:
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Posted in Uncategorized by: zman
3 Comments
23
Jul
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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:
- Holdings Watch
- Commodity Watch
- Natural Gas Inventory Review
- Stuff We Care About Today - SLB, TPIC, VCVC
- Odds & Ends
Click the link directly below this to ... 
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Posted in SLB, TPIC, VCVC by: zman
38 Comments
22
Jul
.
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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:
- Holdings Watch
- Commodity Watch
- Oil Inventory Review
- Stuff We Care About Today - Pressure pumping, LBRT, PUMP, NEX
- Odds & Ends
Click the link directly below this to ... Continue Reading »
Posted in LBRT, NEX, PUMP, Uncategorized by: zman
42 Comments
