16
Jan

Wrap – Week Ended 01/15/21

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Solid second week of the year though it ended on a weaker note as renewables saw profit taking.  Gassy names had another good week and oily names continued to move better in the wake of the prior week's surprise move by Saudi and in the face of non event reports from the EIA STEO and the OPEC monthly.  The ZLT was up 3.5% on the week (up 23% in the first two weeks of the year).

Free Stuff Watch: 

Holdings Watch:

  • We added one new renewable space name to the portfolio last week, added to another, and doubled the size of one of our Gassy Player positions.
  • The trading blotter is updated.

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Questions and comments under The Wrap will be addressed in the Tuesday post. Questions about the site can be directed to zman@zmansenergybrain.com

Have a good, peaceful long weekend,

Best,

Z

7 Responses to “Wrap – Week Ended 01/15/21”

  1. 1
    Anonymous Says:

    I finally read the ACTC-Proterra article you sent to SA. BRAVO BRAVO .

  2. 2
    zman Says:

    re 1 – thanks very much. Apologies but I did trim your comment given this space is public.

  3. 3
    zman Says:

    BIDEN INDICATES PLANS TO CANCEL KEYSTONE XL PIPELINE PERMIT ON FIRST DAY IN OFFICE – CBC

  4. 4
    Crysball Says:

    If KEYSTONE XL is cancelled will this revive crude by rail, or
    will Canada find other alternates(Asia)…. or just throttle back Oil Sands production?

  5. 5
    zman Says:

    re 4 – will address in Tuesday post.

  6. 6
    zman Says:

    The Tuesday post will be out at the regular time.

    OII update tomorrow.

    IPO review set for Wednesday.

  7. 7
    zman Says:

    The Tuesday post is up.

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