Wrap – Week Ended 11/4/22



Solid week with the ZLT up 4.3% on the week on the back of strengthening core E&P and oil service positions. We're about 3/4 of the way through the 3Q22 energy earnings season with 53 names of interest (owned or monitored) having reported so far.  Our individual company coverage can be found in the  morning posts before the conference calls and later in the So Far This Quarter piece which shows high level comments from start to finish for the quarter. Our macro color from the quarterly calls and reports is contained in the last section of The Five Things each Monday.

Free Stuff Last Week:

Holdings Watch Update:

Questions and comments under The Wrap will be addressed in the Monday post.

Questions about the site may be directed to Zman@zmansenergybrain.com.

Have a Good Weekend,



6 Responses to “Wrap – Week Ended 11/4/22”

  1. 1
    Bill Potter Says:

    Z, Does China buy refined oil products or are they refining themselves?

    Then, is there a way to tell how much oil (if they are refining themselves) or gasoline they are buying (if they are not refining).

    How much storage capability of oil or gasoline do they have? What % is that utilized?

  2. 2
    zman Says:

    re 1 – response in Monday post.

  3. 3
    zman Says:

    The positions page is updated:


  4. 4
    zman Says:

    The calendar page at upper left is updated.

  5. 5
    Anonymous Says:

    Energy sector/segments are extended after last week’s consolidation. No sign of breadth rolling over….

  6. 6
    zman Says:


    WTI down 1.5%

    NG up 8+% on the cold forecast for next week.

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