04
Jul

Wrap – Week Ended 7/3/20

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Solid week last week with the ZLT up a bit over 7%.

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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

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11 Responses to “Wrap – Week Ended 7/3/20”

  1. 1
    zman Says:

    Atlantic Coast Pipeline canned. See Monday’s post for comments.

  2. 2
    ram Says:

    Berkshire buys Dominion Resource Inc gas transmission and storage business. I’m guessing Buffet wants the constant revenue stream.

  3. 3
    ram Says:

    Dominion Energy not Dominion Resources

  4. 4
    zman Says:

    re 2 – yep and then they canned Atlantic Coast.

  5. 5
    zman Says:

    Nutshell –

    • pressures Marcellus plays for some undetermined periods.
    • and boosts Haynesville players.
  6. 6
    Baylor Says:

    Interesting. So buffet and Jerry see value in NG.

    NG hated by many as “not clean”. I guess they are big enough to get away with it and not be shamed

  7. 7
    zman Says:

    re 6 – Buffet is shutting down an $8 B pipeline that was super hated. He keeps storage and pipes they already have and gets a yield.

  8. 8
    zman Says:

    re 7 – so it’s a win win for him.

  9. 9
    Baylor Says:

    Yep. Virtue signaling and he getting paid to do it

    Along for the ride with him.

  10. 10
    Baylor Says:

    And less competition for ET EDP KMI

  11. 11
    Baylor Says:

    Typo obv

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