Wrap – Week Ended 07/07/23



The ZLT ended the week up 1.8% on the week helped by stronger oil prices and a rally on Friday.  Several of our upstream and oil service holdings saw moves to multi month highs.  Look for the first iteration of the 2Q23 energy earnings report calendar next week. 

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Holdings Watch:




3 Responses to “Wrap – Week Ended 07/07/23”

  1. 1
    Len Ulan Says:

    Thoughts on this article, specifically as it relates to AR?

  2. 2
    crysball Says:

    Pemex Says Blast Impacted 700,000 Barrels of Oil Output


    This is approx. 1/3 of Mexico’s daily crude production……..the question is for how long.

  3. 3
    zman Says:

    re 2 – from tomorrow’s post:

    PEMEX Watch:  On Friday Pemex announced a bad accident at the Cantarell complex in the southern Gulf of Mexico. Pemex says 0.7 mm bopd were offline at peak curtailment but that 0.6 mm bopd have come back since. 

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