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01
Sep

Wrap – Week Ended 08/30/24

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The ZLT fell 1.1% on the week last week as oil slid on a Reuters report on Friday claiming OPEC+ plans to begin decurtailment in October as previously indicated.

Holdings Watch: 

  • We added to one oily Permian player last week.
  • The blotter is updated.

Have a good long weekend, we'll be back on Tuesday,

Z

 

This entry was posted on Sunday, September 1st, 2024 at 9:01 pm and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

6 Responses to “Wrap – Week Ended 08/30/24”

  1. 1
    zman Says:

    Production Watch: Production on Friday was 102.9 Bcfgpd according to BNEF.

    LNG Watch: LNG exports were 12.9 Bcfgpd on Friday according to BNEF.

    September 2nd, 2024 at 10:12 am
  2. 2
    zman Says:

    Russia said it moved back to compliance with OPEC+ production level by the end of August.

    September 2nd, 2024 at 10:16 am
  3. 3
    zman Says:

    The request line for name reviews is open.

    September 2nd, 2024 at 10:16 am
  4. 4
    mmin Says:

    Re: #3

    Do you track Range Resources? Name is lookling good to me, particuarly as we move out from 2025 and beyond.

    September 2nd, 2024 at 4:18 pm
  5. 5
    zman Says:

    re 4 – oh yeah, owned it for years up until spring this year when came out of several gassy names. Here are our comments from 2Q24. Will do a full cheat sheet update soon.

    https://zmansenergybrain.com/2024/07/24/wednesday-morning-enph-rrc-eqt-2/

    September 2nd, 2024 at 4:24 pm
  6. 6
    mmin Says:

    Thanks!

    September 2nd, 2024 at 6:44 pm

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