01
Jun

Thursday Morning – Gassy Players Update

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Housekeeping Watch:

In today's post please find:

  • the oil inventory preview,
  • the natural gas inventory preview,
  • the liquids rich Gassy Players Update,
  • and some other odds and ends.

Ecodata Watch:

  • We get ADP employment at 8:15 am EST (F = 180,000; last month was 296,000),
  • We get jobless claims at 8:30 am EST (F = 235,000; last read was 229,000),
  • We get productivity at 8:30 am EST (F = -2.7%, flat with last month),
  • We get ISM manufacturing at 9:45 am EST (F = 47.0%, last read was 47.1%), 
  • We get construction spending at 10 am EST (F = 0.1%; last read was 0.3%), 
  • We get EIA Natural Gas Storage at 10:30 am EST.
  • We get the EIA oil inventory report at 11:00 am 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 - Gassy Players Update
  4. Odds & Ends

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31
May

Wednesday Morning – AR

Housekeeping Watch:  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,
  • comments and a cheat sheet update for AR,
  • and some other odds and ends.

Ecodata Watch:

  • We get job openings at 10 am EST (F = 9.5 mm; last read was 9.6 mm),
  • We get the Beige Book at 2 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 – AR, RRC
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


30
May

Welcome Back Tuesday Morning

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    In today's post please find:

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

    In case you missed The Wrap

    As of this morning odds of a Fed Funds hike in June have increased to 61% hike vs 39% pause.

    Eco Data Watch: 

    • We get Case-Shiller home prices at 9 am EST (no forecast, last read was 0.4%)

    The Week Ahead: 

    • Wednesday - ADP employments, job openings, Beige Book, API Oil Inventories, 
    • Thursday - Jobless claims, productivity, ISM manufacturing, construction spending, EIA Oil Inventories, EIA Natural Gas Storage,
    • Friday - Nonfarm payrolls, unemployment rate, hourly wages.

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watch
    3. The Week That Was
    4. Stuff We Care About Today 
    5. Odds & Ends

    Click the link directly below this to ...

    Continue Reading »


    28
    May

    Wrap – Week Ended 05/26/23

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    On this and every Memorial Day we remember and learn again that we owe a debt of gratitude we cannot repay. We thank those who fought and sacrificed to create and defend the Unite States of America. Have a happy, safe, and peaceful Memorial Day weekend.

    Holdings Watch:

    Free Stuff:

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

    Questions about the site may be directed to zman@zmansenergybrain.com

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    26
    May

    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 (smaller than expected build; next week look for a larger build - probably the largest of the spring shoulder season),
    • comments and a cheat sheet update for CHRD,
    • and some other odds and ends.

    Ecodata Watch:

    • We get durable goods at 8:30 am EST (F = -0.8%, last read was 3.2%),
    • We get personal income at 8:30 am EST (F = 0.4%, last read was 0.3%),
    • We get the PCE index at 8:30 am EST:
      • Headline - no forecast, last read was 0.1%,
      • Core forecast = 0.3%, flat with last month,
      • PCE YoY - no forecast, last read was 4.2%,
      • Core PCE YoY forecast = 4.6%, also flat vs last read.
        • Note the Fed Funds probability for the June 14th meeting has moved to a 45% chance of a 25 bp hike. This was close to 2% 3 weeks ago.
    • We get consumer sentiment at 10 am EST (F = 57.7, last read was 57.7).

    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 - CHRD
    5. Odds & Ends

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

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