09
Sep
Wrap – Week Ended 09/08/23
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We are traveling this weekend so this will be brief. The ZLT was down 0.1% on the week this week vs mixed benchmarks, a move to new recent highs for oil, and a dip for natural gas. Things are progressing pretty much as expected as we approach quarter end with rigs and frac spreads starting to bottom.
Free Stuff Last Week:
Holdings Watch:
- Last week:
- We sold our Trading Only position in offshore service player OII up 43% (position taken in the spring and doubled twice since).
- We added to one our oily upstream positions.
- The blotter is updated.
- Look for changes in the gassy upstream space from us soon.
Questions and comments under The Wrap will be addressed in the Monday post.
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Have a great weekend,
Z
