23
Jan
Wrap – Week Ended 1/22/21
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The week saw a modest pullback in traditional energy and strong gains for renewables. Some portion of these moves were Executive Order related. The ZLT was up 4.6% on the week and is up 28.3% year to date. Given that both inventory reports were released on Friday we are including the tables and slide shows in today's post followed by The Wrap table at the bottom. Earnings season is slowly starting to ramp up.
Holdings Watch: Just one change.
- We sold our position in BLDP last week, up 143%. Please see the blotter for reasoning.
- The Blotter is updated.
Questions and comments under The Wrap will be addressed in the subscriber mailbag section of the Monday post.
Have a question about the site or one you don't want to ask in the public space? Those can be directed to zman@zmansenergybrain.com
Housekeeping Watch:
- Are we sending ZBLAST trade notifications to the correct address? If not please let us know at the email address above.
Have a good weekend,
Z
EIA Oil Inventory Review
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EIA Natural Gas Inventory Review
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The Wrap
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