09
Jan
Wrap – Week Ended 01/08/21
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Strong start to the new year with hydrocarbon based and green tech energy benchmarks sharply outperforming the broad markets. Oil was handed an early favor with a surprise incremental voluntary production cut by Saudi Arabia for both February and March in support of a more indecisive OPEC+ meeting outcome. Renewables saw new heights on a mix of new administration sentiment and incentives carry forward and key deals in some of the names we own in the space.
Holdings Watch:
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We added to 3 positions last week (one oily yield, one speculative SPAC, one EV).
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The Blotter is updated.
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The Positions page will be updated Monday.
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The ZLT was up 45.67% in 2020.
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The ZLT is up 18.5% in 2021.
Recent Free Stuff:
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The Friday post was open to the public
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Broadwind (BWEN)
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A list of all of Z's free stuff on Seeking Alpha (some may be behind SA's firewall now).
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about subscriptions can be addressed to zman@zmansenergybrain.com.
Have a good weekend,
Z
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March 27th, 2021 at 9:32 pm