12
Sep

Wrap – Week Ended 9/11/20

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This Wrap is in progress. Questions and comments will be addressed in the Monday post.

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Holdings Watch:

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8 Responses to “Wrap – Week Ended 9/11/20”

  1. 1
    gringo Says:

    Z, hope you are enjoying your saturday. Wanted to follow up on the oil thread from this post: https://zmansenergybrain.com/2020/09/10/thursday-morning-pe-fcel-bldp/comment-page-1/#comment-845433

    This post from HFIR prompted something that’s been on my mind regarding oil: https://twitter.com/HFI_Research/status/1304507961885241360?s=20

    sure oil rigs are down globally, but Opec was choking back even before covid. Then Opec+ cut ~8mbd after covid, so let’s say we get a vaccine or whatever and we get back to 98%ish of previous demand, will we really need many more rigs or could all that be met if Opec+ brings capacity back online?

  2. 2
    zman Says:

    re 1 – thanks, absolutely will be addressed in the Subscriber Mailbag in the Stuff section Monday morning.

  3. 3
    gringo Says:

    Z, one more question…

    I think gasoline and diesel recover faster than jet fuel. What’s the impact of that? Is it just something refiner’s manage are there certain areas that will be hit harder than others?

    For background, I’m interested in taking a large position in oil and am trying to figure out what a market rebound looks like and when in order to determine the size and composition of my investment.

  4. 4
    zman Says:

    re 3 – understood.

  5. 5
    zman Says:

    Housekeeping Watch

    The site may be inaccessible or look odd from time to time from about 10 am EST to 1 pm EST on 9/13 as we make a few changes.

  6. 6
    Anonymous Says:

    test

  7. 7
    zman Says:

    complete

  8. 8
    zman Says:

    PFIZER CEO: SAYS BROAD DEPLOYMENT OF COVID SHOT LIKELY BY YEAR-END

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