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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4 Responses to “Wrap – Week Ended 6/5/20”

  1. 1
    zman Says:

    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.
  2. 2
    zman Says:

    So it’s basically a one month extension, ex Mexico, as expected.

  3. 3
    zman Says:

    STORM CRISTOBAL SHUT IN 635,000 BARRELS OF OIL, 878 MILLION CUBIC FEET OF NATURAL GAS OUTPUT IN U.S. GULF OF MEXICO

  4. 4
    zman Says:

    The Monday post is up.

    https://zmansenergybrain.com/2020/06/08/monday-morning-262/

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