08
Jul

Wrap – Week Ended 7/7/17

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The Blotter is updated. 

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

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6 Responses to “Wrap – Week Ended 7/7/17”

  1. 1
    zman Says:

    From tomorrow's post. 

    Atlantic Sunrise Watch: An order of Catholic nuns dedicated an outdoor chapel, built by a pipeline protest group, on the route of the Atlantic Sunrise line in a cornfield on its land in PA in an effort to block construction. The line is set to go into service mid 2018. Doubt this blocks it for long. Eminent domain is set to attach to the land in question and a district court judge ruled Friday that pipeline owner Williams has the right to seize the land setting a hearing date of July 17th. Other structures built to block the route have been removed in the past. Potential negative read through for COG. 

  2. 2
    zman Says:

    In case you miss the natural gas inventory slide show it was added later in the day on Friday, after the day late release of inventories due to the holidays. See here:

    http://zmansenergybrain.com/2017/07/07/payrolls-friday-20/

  3. 3
    zman Says:

    The blotter is updated here:

    http://zmansenergybrain.com/subscriber-data/zeb-zlt-blotter/

    See JAG, ECR, PES

     

  4. 4
    zman Says:

    ZEB Positions are updated. 

    http://zmansenergybrain.com/subscriber-data/holdings-wiki/

  5. 5
    zman Says:

    Libya added to the cap talk

    KUWAIT:  LIBYA AND NIGERIA MAY BE ASKED TO CAP OIL OUTPUT SOON: BBG

    Both to be invited to compliance meeting in Russia later this month

    OPEC secretary general speaking up

    LEVEL OF IMPLEMENTING OPEC+ AGREEMENT MUCH HIGHER IN JUNE THAN IN MAY – BARKINDO: IFX

  6. 6
    zman Says:

    Baron's cites Citi analyst looking for $60 by YE17. 

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