23
Dec

Wrap – Week Ended 12/22/17

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The ZLT was up 7% last week (second strongest week of the year for the portfolio) and is down 13% YTD.

  • Our top 10 of 17 positions in the ZLT were up 10.9% on the week. Group is finding traction and valuations remain largely compelling. 

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

The were no trades in the ZLT last week.

The Blotter is updated.

The ZLT Positions page is updated.

ZLT Cash: 21%. 

If you have questions about the site or our Holiday offers contact zman@zmansenergybrain.com

Merry Christmas, Happy Hanukkah and Happy Holidays

5 Responses to “Wrap – Week Ended 12/22/17”

  1. 1
    Baylor Says:

    Oil explosion in Colorado last night

  2. 2
    Baylor Says:

    Gasoline well below $2 in the DFW area. Pretty amazing 

  3. 3
    zman Says:

    Weather Watch:

    Last week:  

    • Gas Weighted Heating Degree Days (HDDs) came in at 168 vs 208 normal and 199 in the prior week. 

    This week's forecast:  

    • This week, CPC predicts HDDs will jump to a season to date best 239 vs 216 normal.  
  4. 4
    zman Says:

    re 1 – that's an XOG site between Windsor and Greeley in Weld, thankfully the one injured worker is in stable condition. 

  5. 5
    Baylor Says:

    Natural gas in storage on track to be almost 10% below the 5 year average in 10 days. 

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