Wrap – Week Ended 4/28/23

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Another 23 names reported last week in the list of 77 names of interest and / or owned names we care about this quarter. Key names in gassy and oily upstream, frac/sand, and select renewables reported and we have another busy week ahead. Results quarter to date have been largely better than expected.  Please see the Calendar link at left.

The Week Ahead:

• Look for The Week That Was and the 5 Things in the Monday post.
• Look for the Natural Gas Macro Update in the Tuesday post.
• We have 26 names of interest and/or owned names reporting this week.

Holdings Watch:

• We added to one renewable name and one sand name last week.
• The blotter is updated

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

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

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