16
Jul

Wrap – Week Ended 7/15/16

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The ZLT was up 2% last week and is up 27.6% year to date. The XOP was up 1% and is up 14.8% YTD. 

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

Interested in becoming a subscriber? Contact us at zman@zmansenergybrain.com or check out this link to learn more about us.

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wrap 071516

12 Responses to “Wrap – Week Ended 7/15/16”

  1. 1
    Baylor Says:

    Looking like a mega-heat wave across almost the entire country the next 2 weeks or so

    http://www.cpc.ncep.noaa.gov/products/predictions/610day/

  2. 2
    Baylor Says:

    Z – i notice the NG number in the chart above says 64 on 7/8 (a friday) but doesn't reflect this past week.  Is that a typo?  Should it show 7'/7 and 7/14?

  3. 3
    zman Says:

    re 2 – no, storage is lagged a week. Same goes for the oil inventory numbers. So when we got the inventory report last Thursday, it was for the preceding week's implied natural gas inventory flows. 

  4. 4
    Baylor Says:

    Got it. Thx

  5. 5
    zman Says:

    re 4 – cool

    This coming week we get the first taste of the 2Q16 reporting season with reports from: HAL, SLB, BAS, SWN, OII. If you know of others that should be on the first week's list please let us know, thanks. 

  6. 6
    zman Says:

    Interesting but for now too pricey to be much of a threat to gasoline demand, at least not as risky as a ramp in bicycle sales. 

    http://organictransit.com/

  7. 7
    zman Says:

    re 1 – the longer term forecast remains hot

    http://www.cpc.ncep.noaa.gov/products/predictions/long_range/seasonal.php?lead=1
  8. 8
    crysball Says:

    If this wasn't such a sad expose  on the EPA & the Alternative Fuels Program……………….it would be   comical:

    http://www.bloomberg.com/features/2016-fake-biofuel-factory/

  9. 9
    zman Says:

    re 8 – wow

  10. 10
    tomdavis12 Says:

    We'd. I believe CLB will announce. I will try to be on call. Always like to hear what they think

  11. 11
    zman Says:

    re 10 – thanks

  12. 12
    Baylor Says:

    Given the news about BCEI, anyone (z and / or others) care to venture a likelihood of BK and full liquidation of the common there?

    I know it's no longer owned in the Z portfolio.  I still have some shares and trying to gather info to decide how to proceed.

    Crazy how thes companies are choosing the BK instead of selling off assets to wait out higher prices.

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