19
May
Wrap – Week Ended 05/18/18
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The ZLT ended the week up 3.2% and is up 19.1% in the last 3 months, and 6% year to date, to levels just short of highs reached in late 2016.
- There were no trades in the ZLT last week.
- We had one addition to the personal accounts (the Blotter is updated)
- The ZLT positions are updated.
- ZLT cash: 18%.
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like a soap opera, the story just keeps taking new directions.
https://www.nytimes.com/2018/05/19/us/politics/trump-jr-saudi-uae-nader-prince-zamel.html?partner=rss&emc=rss&smtyp=cur&smid=tw-nytimes
May 20th, 2018 at 8:49 amZ,
Is there any quantitative measure of the crude oil fractions & NGL’s consumed by the the US Petrochemical Industry and or exported from the US?
Petrochemicals( including plastics) appear to be an area of of significant near term growth …..is there a way to tack them?
May 20th, 2018 at 7:08 pmre 3 – we track oil refining as you know and then total crude product exports and on a more delayed basis NGL exports which have been jumping faster than the crudeexports. I'm out of pocket tonight but will put together a chart in the morning on the NGLs.
May 20th, 2018 at 7:32 pm