24
Sep

Thursday Morning – JKS, PLUG

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Market Sentiment Watch:

  • Nervous market (tech market) conditions persist.

In today's post please find:

  • the oil inventory review (positive as weeklies go, including gasoline stocks tipping below year ago levels as long running effort not to over produce keeps inventories in check),
  • the natural gas preview,
  • post quarter color and a cheat sheet update for JKS,
  • PLUG symposium,
  • and some other odds and ends.

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 845,000, last read was 860,000),
  • We get new home sales at 10 am EST (F 890,000, last read was 901,000),
  • Multiple Fed speakers today:  Kaplan, Powell, Bullard, Barkin, Evans, Bostic.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review
  4. Stuff We Care About Today - PLUG (3x), JKS
  5. Odds & Ends

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23
Sep

Wednesday Morning – JKS

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In today's post please find:

  • the oil inventory preview (benign report expected; API was better for products last night),
  • the natural gas inventory preview,
  • comments on the JKS 2Q20 results (nice beat, strong outlook),
  • and some other odds and ends.

Ecodata Watch:

  • We get Markit manufacturing PMI and servicing PMI at 9:45 am EST (no forecast, last read was 53.1 and 55.0 respectively),
  • We get the EIA oil inventory report at 10:30 am EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - JKS
  4. Odds & Ends

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22
Sep

Tuesday Morning – Gassy Players Update

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Market Sentiment Watch:

  • Nervous market conditions persist,
  • Increased Covid concern in the UK,
  • Demand impacts for natural gas from Beta and Teddy, new system in southern Florida possible

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In today's post please find:

  • the early read on oil inventories,
  • the very early read on natural gas inventories,
  • gassy macro charts,
  • the Gassy Players Update,
  • and some other odds and ends.

Ecodata Watch:

  • We get existing home sales at 10 am EST (no forecast, last read was 5,86 mm),
  • We get the API oil inventory snapshot at 4:30 am EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  Gassy Player Update, TSLA battery day
  4. Odds & Ends

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Continue Reading »


21
Sep

Monday Morning

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Market Sentiment Watch:

  • Red open on tap with DC in focus as broad market futures and tech sink,
  • Covid related stimulus still uncertain and potentially more so with a supreme court battle on the way but there are still some positive signs a deal could be coming,
  • Lighter week on the traditional energy data front,
  • Please note the Price Deck Watch in the natural gas section,
  • TSLA batter day is tomorrow and the EV and battery sector will be erratic today and tomorrow.

In today's post please find:

  • The Week That Was,
  • The Five Things,
  • and some other odds and ends.

In case you missed The Wrap please click here.

 

Ecodata Watch:

  • We get the Chicago national activity index at 8:30 am EST (no forecast, last read was 1.2).

The Week Ahead: 

  • Tuesday - Existing home sales, API
  • Wednesday - Markit manufacturing and services, EIA oil inventories,
  • Thursday - Jobless claims, new home sales, EIA natural gas storage,
  • Friday - Durable goods.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today – The Five Things, BLDP, NKLA, JKS, PLUG, MGY, BCEI, VWDRY
  5. Odds & Ends

Click the link directly below this to ...

Continue Reading »


19
Sep

Wrap – Week Ended 09/18/20

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Holdings Watch:

Solid week for the ZLT with the portfolio up 6.1%.

We added to one of our wind positions last week.

The blotter is updated.

Notable:

Prompt gas has 10 days left in its contract, and fell 10% last week on milder weather, Sally demand impacts, and a bigger than expected storage draw.

LNG exports are jumping higher as Sabine is back from Laura and Cameron is about to start taking gas again as well. Asian LNG demand is ramping up again.

The Strip sees this and was off less than 2% last week and is up 15% since the end of July and vs year ago levels. There is no material change to our peak storage expectation for 2020.

Saudi addressed short sellers last week essentially saying don't bet against OPEC+'s resolve right now. So we have this going into that meeting.

Have a good weekend.

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