16
Apr

Tuesday Morning – 1Q24 Previews

Housekeeping Watch: 

  • We will accelerate a partial format change to this week. This will involve dedicating two new pages (links) at left to the weekly Oil Inventory and Natural Gas Storage slide shows instead of having those slide shows in the Thursday and Friday posts. This change was planned for this summer in combination with a site redesign but I frankly get the "reduced scrolling" people want to see and it's something we can do more easily than the new theme transition. While no one likes change we hope you like this one.
  • If you sent us an email and didn't get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page.

In today's post please find:

  • the early read on natural gas inventories,
  • a series of earnings previews,
  • SBOW comments, 
  • and some other odds and ends.

Ecodata Watch:

  • We get housing starts at 8:30 am EST (F = 1.47 mm, last read was 1.52),
  • We get building permits at 8:30 am EST (F = 1.5 mm, last read was 1.52 mm),
  • We get industrial production at 9:15 am EST (F = 0.4%, last read was 0.1%),
  • We get capacity utilization at 9:15 am EST (F = 78.5%, last read was 78.3%),
  • We get a speach from Fed Chair Powell at 1:15 pm EST. 
  • 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 – LBRT, SLB, HAL, SBOW, 1Q24 Calendar
  4. Odds & Ends

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15
Apr

Monday Morning

Housekeeping Watch  

    • We will accelerate a partial format change to this week. This will involve dedicating two new pages (links) at left to the weekly Oil Inventory and Natural Gas Storage slide shows instead of having those slide shows in the Thursday and Friday posts. This change was planned for this summer in combination with a site redesign but I frankly get the "reduced scrolling" people want to see and it's something we can do more easily than the new theme transition. While no one likes change we hope you like this one.   

    In today's post please find:

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

    In case you missed The Wrap.

    Eco Data Watch: 

    • We get Empire State at 8:30 am EST (F = -10, last read was -20.9),
    • We get retail sales at 8:30 am EST (F = 0.3%, last read was 0.6%; ex autos F = 0.5%, last read was 0.3%),
    • We get home builder confidence at 10 am EST (F = 51, flat).
    • We get the EIA DPR around 1 pm EST. 

    The Week Ahead: 

    • Tuesday - Housing starts, building permits, industrial production, capacity utilization, Fed Chair Power speech, 
    • Wednesday - Beige Book, EIA Oil Inventories
    • Thursday - Jobless claims, Philly Fed, existing home sales, leading indicators, EIA Natural Gas Storage,
    • Friday - no economic data release. 

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watch
    3. The Week That Was
    4. Stuff We Care About Today – 1Q24 Energy Earnings Calendar update 
    5. Odds & Ends

    Click the link directly below this to ...

    Continue Reading »


    13
    Apr

    Wrap – Week Ended 04/12/24

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    The ZLT ended off 2.2% on the week last week as broad markets pulled back with interest rate concerns.  This week earnings season kicks off with results from the first of the Oil Service names and reports heat up for the next three weeks as we cover 70 owned or name of interest energy names.

    Questions under The Wrap will be addressed in the Subscriber Mailbag section of the Monday post.

    Questions about the site may be sent to zmanalpha@gmail.com

     


    12
    Apr

    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 zmanalpha@gmail.com 

    In today's post please find:

    • the natural gas storage slide show,
    • the natural gas supply / demand update, 
    • comments and a cheat sheet update on another micro cap E&P,
    • the 1Q24 calendar (1Q earnings kickoff next week with LBRT),
    • and some other odds and ends.

    Ecodata Watch:

    • We get the import price index at 8:30 am EST (F = 0.3%, flat with last month), 
    • We get consumer sentiment at 10 am EST (F 79.9%, last read was 79.4%).

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watc​h - ST natural gas supply demand balance sheet, NGL prices,
    3. Natural Gas Inventory Review
    4. Stuff We Care About Today - EPM, Subscriber Mailbag ~ Sand Thoughts, 1Q24 Calendar, 
    5. Odds & Ends

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    11
    Apr

    Thursday Morning

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    In today's post please find:

    • the oil inventory slide show, 
    • the natural gas inventory preview,
    • comments on a micro cap name,
    • an updated 1Q24 calendar,
    • and some other odds and ends.

    Ecodata Watch:

    • OPEC MOMR
    • We get jobless claims at 8:30 am EST (F = 217,000; last read was 221,000),
    • We get PPI at 8:30 am EST:
      • Headline PPI = 0.3%, last read was 0.6%,
      • Headline Core = 0.2%, last read was 0.4%,
    • We get the EIA natural gas storage report at 10:30 am EST.

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watc​h - with oil inventory slide show and natural gas inventory previews
    3. Stuff We Care About Today - PED, 1Q24 Energy Earnings Calendar
    4. Odds & Ends

    Click the link directly below this to ...  Continue Reading »

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