Wrap – Week Ended 10/13/23



The portfolio was up 9.7% on the week last week. 

Recent Free Pieces:

Holdings Watch:

  • Busy week. 
    • We added to 4 of our oilier E&P holdings including our largest holding, 
    • We added to one of our sand names, 
    • And we added to one EBOS play. 
  • The trading blotter is updated here. 

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

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

Have a good weekend, 


2 Responses to “Wrap – Week Ended 10/13/23”

  1. 1
    zman Says:

    Early Early Read on Natural Gas Storage

    We are looking for a +85 Bcf build this week:
    Street at +81 Bcf

    Last Week:  +84 Bcf
    Last Year: 113 Bcf
    5 Year Average: +85 Bcf 

  2. 2
    zman Says:

    The 3Q23 Energy Earnings Calendar is updated.


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