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The ZLT was off 9.3% on the week last week amid what appears to be some end of year selling in the upstream and oil service segments.
The site will have a new look, should be faster, and more mobile friendly in the next few days.
The natural gas storage slide show can be viewed here
The oil inventory slide show can be viewed here
Holdings Watch:
- We added to one oily upstream position as a Trade Only add this week.
- Look for selling by us in the next couple of weeks.
- We are in the process of winding down the ZLT and will have the INVEST and FLEX portfolios in place for January.
- The Blotter is updated.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site may be addressed to zmanalpha@gmail.com
Have a good weekend,
Z
We are looking for a 155 to 165 Bcf withdrawal this week:
Vs -30 Bcf last week
-72 Bcf last year
-71 Bcf 5 year average