28
Jul
Wrap – Week Ended 7/27/18
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Questions and comments under The Wrap will be addressed in the Monday post.
The Blotter is updated (one change made last week).
The ZLT Positions page will be updated on Saturday.
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Trade blotter:
http://zmansenergybrain.com/subscriber-data/zeb-zlt-blotter/
July 28th, 2018 at 11:35 amFrom glut to price shock?
https://www.wsj.com/articles/as-oil-industry-recovers-from-a-glut-a-supply-crunch-might-be-looming-1532775605
July 28th, 2018 at 9:28 pmhttps://oilprice.com/Energy/Crude-Oil/Tight-Oil-Markets-Are-Ignoring-Supply-Risk.html
Baylor…another perspective on risk of higher prices…..
July 29th, 2018 at 10:05 amZLT positions are updated:
http://zmansenergybrain.com/subscriber-data/holdings-wiki/
July 29th, 2018 at 11:03 amRe 3 thx Brod
July 29th, 2018 at 6:30 pmthe infographic
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July 30th, 2018 at 4:21 am