.
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
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.
Russia said it moved back to compliance with OPEC+ production level by the end of August.
The request line for name reviews is open.
Re: #3
Do you track Range Resources? Name is lookling good to me, particuarly as we move out from 2025 and beyond.
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/
Thanks!