19
Sep

Monday Morning

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Market Sentiment Watch: All eyes on Fed. 

Housekeeping Watch  

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    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. 

    Eco Data Watch: 

    • We get the NAHB index at 10 am EST (F = 47, last read was 49).

    The Week Ahead: 

    • Tuesday - Building permits, housing starts, 
    • Wednesday - Existing home sales, Federal Reserve Statement, Fed Chair Powell Conference, EIA Oil Inventories, 
    • Thursday - Jobless claims, leading economic indicators, EIA Natural Gas Storage,
    • Friday - S&P US manufacturing and services PMI. 

    In Today’s Post:

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

    Click the link directly below this to ...

    Continue Reading »


    17
    Sep

    Wrap – Week Ended 09/16/22

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    We're traveling this weekend so comments will be brief. Not our best week last week with the ZLT down almost 7% in a noisy, erratic week for the group in general and a couple of our top 10 holdings in particular.

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

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

    Have a good weekend,

    Z

     


    16
    Sep

    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,
    • the Eagle Ford Players update,
    • and some other odds and ends.

    Ecodata Watch:

    • We get UMich consumer sentiment at 10 am EST (F = 60; last read was 58.2),
    • We get UMich 5 year inflation expectations at 10 am EST (no forecast, last read was 2.9%).

    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 - Eagle Ford Players Update
    5. Odds & Ends

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


    15
    Sep

    Thursday Morning – SBOW, Eagle Ford Players Update

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    Housekeeping Watch: Ask questions if you have them. 

    In today's post please find:

    • the oil inventory review (positive side of neutral report as weeklies go),
    • the natural gas preview (Street just below our range),
    • comments and a cheat sheet update for SBOW, 
    • and some other odds and ends. 

    Ecodata Watch:

    • We get jobless claims at 8:30 am EST (F = 225,000; last read from 222,000),
    • We get retail sales at 8:30 am EST (F = 0.0%, last read was 0.0%),
    • We get retail sales ex autos at 8:30 am EST (F = 0.1%, last read was 0.4%),
    • We get Philly Fed at 8:30 am EST (F = -13.8, last read was -31.3),
    • We get the import price index at 8:30 am EST (F = -1.2%, last read was -1.4%),
    • We get industrial production at 9:15 am EST (F = 0.0%,last read was 0.6%),
    • We get capacity utilization at 9:15 am EST (F = 80.3%, flat with last read),
    • We get the EIA Natural Gas Storage Report at 10:30 am EST. 

    Other Items:

    • President Biden's statement on tentative railway labor agreement.
      • Unions still need to ratify the deal.
    • Yesterday's quote of the day: "There’s a false calm. I don’t think we should be laid back about current declining oil prices. We see much more tightness and issues ahead that are going to spike prices and spike volatility.” ~ IEF secretary general Joe McMonigle

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watc​h - coal 
    3. Oil Inventory Review 
    4. Stuff We Care About Today - SBOW, Gassy Players Update, GOEV
    5. Odds & Ends

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    14
    Sep

    Wednesday Morning – ROCC, Oil and Natural Gas Inventory Previews

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    Housekeeping Watch:

    In today's post please find:

    • the oil inventory preview,
    • the natural gas inventory preview,
    • comments and a cheat sheet update for ROCC,
    • and some other odds and ends.

    Ecodata Watch:

    • We get PPI at 8:30 am EST (F = -0.1%, last read was -0.5%),
    • We get the EIA oil inventory report at 10:30 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 - ROCC, MGY
    4. Odds & Ends

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

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