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Hello, our primary site is experiencing technical difficulties. We are working on the issue and apologize for the inconvenience.
Posted in Uncategorized
n today’s post please find:
Ecodata Watch:
In Today’s Post:
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Our primary site is experiencing technical difficulties. Links back to portions of the primary site will not function during the outage. Formatting for some sections below is not what it will be when the primary is back on line. We apologize for any inconvenience.
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Market Sentiment Watch: Big week for economic data. Big week for oil news with JCPOA 2.0 back in the spot light. Energy eyes also nervously eying Covid in Shanghai.
Here is a Ukraine relief donation option.
Housekeeping Watch:
In today’s post please find:
In case you missed The Wrap please click here.
Ecodata Watch:
The Week Ahead:
In Today’s Post:
Holdings Watch:
ZLT (Zman Long Term portfolio)
Commodity Watch:
Crude oil re-rallied 10.5% to close at $113.90 last week with 12 month strip up 7% to $100.74 on the back of a solid EIA weekly and Houthi hits on Saudi oil infrastructure and despite no firm movement to embargo Russian oil volumes.
Natural gas jumped 14.6% to close last week at $5.571 with the 12 month strip up 12.7% to $5.61 (yeah, firmly in contango and higher than prompt). European prices stopped falling last week after a couple of weeks of sharp profit taking as the U.S. and other countries agreed to send extra LNG volumes Europe’s way.
Rig Count Watch:
Weather Watch:
The Week That Was
Stuff We Care About Today
The Five Things ~ (Significant changes or re-highlights in RED)
Other Stuff
Odds & Ends
Analyst Watch:
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Housekeeping Watch: We are experiencing technical difficulties with the primary site. An email will be sent when the main site is back on line.
In today’s post please find:
Ecodata Watch:
In Today’s Post:
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The site is fine. You can visit at http://www.zmansenergybrain.com or http://www.z4energyresearch.com.
Here is a link to our last free non Wrap post:
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Site troubles today. We will advise when the main site is back on line. In the meantime …
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Market Sentiment Watch: Inflation and Delta on market’s mind.
Housekeeping Watch:
In today’s post please find:
In case you missed The Wrap please click here. We included a number of comments regarding the quarter to date.
Ecodata Watch:
The Week Ahead:
In Today’s Post:
Click the link directly below this to …
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Holdings Watch:
ZLT (Zman Long Term portfolio)
Commodity Watch:
Crude oil fell 3.7% to close at $71.81 with a neutral looking weekly from EIA, a move by EIA to up shale play growth again, and uncertainty from OPEC+ (see below) helping with profit taking. Longs vs shorts actually advanced to 9.5x (the highest level of the year) and we see this setting up further volatility. Crack spreads remain healthy but we do need to see more robust, more consistent gasoline demand in the U.S. This morning crude is trading off $2.40 in part on Covid Delta fears
Natural gas inched up 0.2% to close at $3.682 last week with the strip rising 2 cents to $3.49 despite last week’s larger than expected storage build.
Weather Watch:
The Week That Was
Stuff We Care About Today
The Five Things(Significant changes or re-highlights in RED); we are shortening this section to “just the key of key thoughts” on a weekly basis.
2Q21 Earnings Calendar So Far
Housekeeping Watch: I will be on the road the first week of August taking one last partial vacation before intern #1 departs for college. We will cover all the earnings that week but the posts will be even more bullet point format than usual.
Odds & Ends
Analyst Watch:
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The Main Site at http://www.zmansenergybrain.com is functioning properly. Please go there for the latest post.
Check out Z’s rating on Tipranks:
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Market Sentiment Watch:
Housekeeping Watch: We apologize for the inconvenience. We hope to be back on line at the primer site shortly and will advise.
In today’s post please find:
Ecodata Watch:
In Today’s Post:
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Market Sentiment Watch: Trump says U.S. is “not ready” to make a deal with China. All energy eyes on U.S. inventory levels as everyone awaits higher throughput near term. In today’s post please find The Week That Was and some other odds and ends.
Ecodata Watch:
The Week Ahead:
In Today’s Post:
Click the link directly below this to …
break
Holdings Watch:
ZLT (Zman Long Term portfolio)
Commodity Watch:
Crude oil fell 7% to close at $58.63 last week. The drop was precipitated by a poor weekly report out of EIA and came despite further geopolitical tension and new outages in Nigeria. Brent closed off 5% (taking the spread to WTI over $10 … good for exports) adn the OPEC basket was off 7% (look for price supportive OPEC chatter this week). This morning crude is trading close to $59.
Natural gas eased 1% closing at $2.60 last week after EIA reported a slightly smaller than expected injection but data also pointed to another large injection this week as the weather over the U.S. still remains very much a mixed bag with a colder central patch over the Lower 48. This morning gas is trading off 4 cents.
Weather Watch:
Last week:
This week’s forecast: Good to see the heat.
The Week That Was
Stuff We Care About Today
Other Stuff
Odds & Ends
Analyst Watch:
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