22
Jan

Wednesday Morning

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Housekeeping Watch:  We made a small change to the site over the weekend that may give an insufficient permissions error.  IF you get this message, please click on the banner portion of the site (the top where it says Z4 Energy Research).  This will take you to today's post and give you full access. Please let us know if you can't access the site and we will work to get you in.  Apologies for any inconvenience.

Contact us at zman@zmansenergybrain.com with any questions. 

Market Sentiment Watch: Eyes remain on natural gas as oil finds support. In today's post please find the early read on oil inventories, the very early read on natural gas inventories (essentially in line with last week; next week will be bigger), some cheat sheet updates, and some other odds and ends.

Ecodata Watch:

  • We get Chicago Fed at 8:30 am EST (no forecast, last read was 0.56),
  • We get existing home sales at 10 am EST (no forecast, last read was 5.35 mm).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - EIA Drilling Productivity Report comments
  3. Stuff We Care About Today –  COG, MR
  4. Odds & Ends

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21
Jan

Tuesday Morning – HAL

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Housekeeping Watch:  We made a small change to the site last night that may have logged you out. You should be able to log back in using the link Admin/Login link at upper right and then access the Tuesday post. Sorry for any inconvenience and please let us know at zman@zmansenergybrain.com if you can't get into the main post or any of the subscriber data links at left.

  • We're working on a fix but in the meantime:
  •    When it gives you the error message please click on the title banner of the site.
  •    It should then take you to the current day's post and you should have access. 

Market Sentiment Watch: Light week from an economic data and energy data perspective. Most energy eyes will be on natural gas with the break of $2 on Sunday night. In oil trading, very odd action overnight as prices fell despite the removal of over 1 mm bopd of production from Libya (see Commodity Watch below). In today's post please find The Week That Was, comments on the HAL quarter (beat, better than expect C&P segment margins, not much granularity of outlook until the call), The Five Things (many updates outlined in red), comments on gassy exposure by certain names of interest (top 3 most exposed, top 3 least exposed), and some other odds and ends. In case you missed The Wrap please click here.

Ecodata Watch:

  • No economic data release scheduled.

The Week Ahead: 

  • Wednesday - Chicago Fed, existing home sales, API oil inventory,
  • Thursday - Jobless claims, leading economic indicators, EIA Natural Gas and Oil Inventories,
  • Friday - Markit manufacturing and services flash PMI.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  HAL, The 5 Things, a few gassy exposure comments, VWDRY
  5. Odds & Ends

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19
Jan

Wrap – Week Ended 01/17/20

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Questions and comments under The Wrap will be addressed in the Tuesday post.

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The Blotter is updated.

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The Positions page will be updated by Monday.

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Curious about the site?  Contact us at zman@zmansenergybrain.com

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17
Jan

Friday Morning – SLB, HAL, Other Stuff

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Market Sentiment Watch: Four days of the week have made it through 3 big agency monthlies and the weekly oil report with oil up slightly. In today's post please find the the natural gas review (bigger than expected pull but still quite small for time of year; look for another weak report next week; see thoughts on prices in the Natural Gas review slide section and note a streamlined view of weekly supply/demand look), comments on the SLB quarter (better than expected, nice NAM/macro comments), the HAL earnings preview (earnings next Tuesday), and some other odds and ends.

Ecodata Watch:

  • We get housing starts at 8:30 am EST (F = 1.375 mm, last read was 1.365 mm),
  • We get building permits at 8: 30 am EST (F = 1.473 mm, last read was 1.474 mm),
  • We get industrial production at 9:15 am EST (F = -0.3%, last read was 1.1%),
  • We get capacity utilization at 9:15 am EST (F = 76.9%, last read was 77.3),
  • We get consumer sentiment at 10 am EST (F = 99.6, last read was 99.3),
  • We get job openings at 10 am EST (no forecast, last read was 7.3 mm).

In Today’s Post:

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

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16
Jan

Thursday Morning – 4Q19 Calendar, LNG, SLB

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Market Sentiment Watch:  In today's post please find the oil inventory review (see details below), the natural gas preview, comments on the IEA monthly, the initial 4Q19 earnings calendar, the SLB earnings preview, and some other odds and ends.

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 220,000; last read was 214,000),
  • We get retail sales at 8:30 am EST (headline F = 0.4%, ex autos F = 0.6%; last reads of 0.2% and 0.1% respectively),
  • We get Philly Fed at 8:30 am EST (F= 2.8, last read was 2.4),
  • We get the import price index at 8:30 am EST (no forecast, last read was 0.2%),
  • We get business inventories at 10 am EST (no forecast, last read was 0.2%),
  • We get the home builders' index at 10 am EST (no forecast, last read was 76).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - LNG comments, exports capacity graph
  3. Oil Inventory Review
  4. Stuff We Care About Today - 4Q19 Earnings Calendar, SLB earnings preview,  VWDRY
  5. Odds & Ends

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