06
Jun
Wrap – Week Ended 6/5/20
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Last week the ZLT was up 16.9% and the portfolio has been up 9 of the last 10 week.
Free Stuff Last Week:
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Holdings Watch:
- We added to two of our Gassy Positions this week (we now hold 4 gas-centric positions). Gassy names account for 23% of the ZLT.
- Renewables account for 41%.
- The Blotter is updated.
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Questions and comments under The Wrap will be addressed in the Monday post.
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Questions about the site can be directed to zman@zmansenergybrain.com
Have a good weekend. We will pass along key OPEC+ comments later Saturday in the comments section below.
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OPEC ++ ex Mexico
- cut of 9.6 mm bopd extended to end of July
- as expected, Mexico is in for June, then out for July.
- meeting has concluded.
June 6th, 2020 at 11:50 amSo it’s basically a one month extension, ex Mexico, as expected.
June 6th, 2020 at 11:51 amSTORM CRISTOBAL SHUT IN 635,000 BARRELS OF OIL, 878 MILLION CUBIC FEET OF NATURAL GAS OUTPUT IN U.S. GULF OF MEXICO
June 7th, 2020 at 3:21 pmThe Monday post is up.
https://zmansenergybrain.com/2020/06/08/monday-morning-262/
June 8th, 2020 at 7:20 am