24
Oct
Wrap – Week Ended 10/23/20
.
.
Modestly negative week for the ZLT due to renewables space profit taking with the help of some fears that we see as likely unfounded surrounding Chinese solar names. In the oily upstream (and maybe soon in gas as well) no premium merger mania remains at a fever pitch.
Holdings Watch:
- We added multiple times to two of our oilier upstream names this week.
- Please see the updated blotter here.
Free Stuff Last Week:
The calendar tab will be updated for this week's earnings reports of interest by Sunday.
Questions and comments under The Wrap will be addressed in the Subscriber Mailbag section of the Monday post.
Questions about the site can be sent to zman@zmansenergybrain.com. Shameless plug follows.
Have a good weekend,
Z
.
New page at upper left:
https://zmansenergybrain.com/subscriber-data/b1a-coverage/z4-speculates/
October 25th, 2020 at 11:33 amUpdated table
https://zmansenergybrain.com/subscriber-data/b1a-coverage/gassy-players/
October 25th, 2020 at 11:35 amComing week added here:
https://zmansenergybrain.com/subscriber-data/calendar/
October 25th, 2020 at 11:36 amCenovus buys Husky in all stock deal, Canadians take a page from U.S. playbook.
October 25th, 2020 at 11:57 amhey ZMAN
How do you think about nat gas storage levels through the winter? Obviously weather is tough to predict, but I keep hearing that we are in for a ‘warm winter’. Is it possible to quantify ‘how warm’ it would need to be to become bearish from here relative to what people expect? My sense is most expect the market to continue to tighten into the winter but is there a scenario where this is not the case? (other than the rig count quickly ramping back up – which i am not concerned with at this point). thanks
October 25th, 2020 at 10:35 pm