Wrap – Week Ended 03/03/23



The ZLT closed up 7.8% on the week last week with solid performances turned in by the Oil Service, Upstream (oily and gassy names), and Solar wedges of the portfolio.  The demise of natural gas has been greatly exaggerated in our view and we've seen a pretty good lift off the lows as we're getting a little more normal weather later this month and Freeport continues to come back on line while gas fired generation share continues to impress. Our view is that storage trough lower and peak lower than many current expect this year.

Holdings Watch:

  • We added to one solar segment player and one sand name last week.
  • The blotter is updated. 
  • Look for a fresh holdings chart tomorrow on the Positions page.

Recent Free Stuff:

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,



One Response to “Wrap – Week Ended 03/03/23”

  1. 1
    Zorgnak Says:

    China opening metrics. Looking good, again.

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