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07
Dec

Wrap – Week Ended 12/6/19

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Cyber week savings continue. Inquire at zman@zmansenergybrain.com

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The Positions page and Blotter are updated.

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

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This entry was posted on Saturday, December 7th, 2019 at 7:08 pm and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

10 Responses to “Wrap – Week Ended 12/6/19”

  1. 1
    zman Says:

    Interesting reading watch:

    Big-name US investors take aim at beaten up energy sector.

    Not really news but good to see it in the news along with some of their 2020 thoughts:

    https://www.ft.com/content/074ac240-16ea-11ea-8d73-6303645ac406

    December 8th, 2019 at 5:44 am
  2. 2
    zman Says:

    U.S. active frac spreads down 5 last week to 345, down from 475 in April 2019.

    https://pbs.twimg.com/media/ELJe-iqXsAEmtbG?format=jpg&name=900×900

    December 8th, 2019 at 5:51 am
  3. 3
    james T Says:

    Z Like to see maybe nat gas producers debt laid over that chart of fracking spreads.

    December 8th, 2019 at 10:47 am
  4. 4
    james T Says:

    re3 Seems that shows fracking rates remained high while the individual producer prices were falling starting back in spring summer of 2017. At least the Frac Spread is dropping recently..

    December 8th, 2019 at 11:03 am
  5. 5
    zman Says:

    I will take a look at something along those lines, thanks.

    December 8th, 2019 at 11:31 am
  6. 6
    zman Says:

    Interesting reading watch from last week on the impact of tariffs on the solars

    https://www.seia.org/sites/default/files/SEIA-Tariff-Analysis-Report-2019-12-3_EMBARGOED.pdf

    December 8th, 2019 at 4:00 pm
  7. 7
    zman Says:

    Usual Monday stuff tomorrow plus addition to the OPEC section of The Week That Was and a slightly tweaked Vestas cheat sheet (we had some stale Street estimates in the last one, just 30 days but big ups there vs then, makes for no change on TEV/EBITDA multiples despite the run over the last few weeks.

    December 8th, 2019 at 4:21 pm
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