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Z4 Energy Research
@ZmansEnrgyBrain
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E&P, Oil Service, O&G Macro Buyside, Bankside, Sellside, NAM NG demand guy, Jefco, Pru. Best job = Dad [email protected] since 2006. Retweets ≠ endorse
Joined August 2009
RT @FirstSquawk: TRUMP: WILL ANNOUNCE 25% TARIFFS ON STEEL, ALUMINIUM MONDAY || STEEL AND ALUMINIUM TARIFFS TO APPLY TO ALL COUNTRIES || NI…
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Look for a much smaller #NATGAS withdrawal this week: Z4: -90 to -100 Bcf, Consensus: -89 Bcf Last week: -174 Bcf Last year: - 60 Bcf 5 year average: -144 Bcf And a bigger pull next week.
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@Kevinzzzr As we've noted in the recent past, it would not be a terrible thing for OPEC+ to go ahead and break the seal.
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Price Deck Watch: Z4 2025: $3.50, revised up from $3.00 last week (see our Gas Macro update last Tuesday for more thoughts) Consensus 2025: $3.40, down from recent $3.41 Consensus 2026: $3.71, down from recent $3.93 #NATGAS
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RT @elonmusk: To be clear, what the @DOGE team and @USTreasury have jointly agreed makes sense is the following: - Require that all outgoi…
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