Archive for September, 2019


Monday Morning

. . Market Sentiment Watch: End of quarter. And a little less fear as the White House says contrary to rumors Friday afternoon that it does not plan to de-list Chinese stock listed in the U.S. (solars including JKS, DQ, CSIQ should breath sigh of relief). China PMI also came in high to forecasts for […]


Wrap – Week Ended 09/27/19

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


Friday Morning

. . Market Sentiment Watch: Quiet into quarter end. In today’s post please find the the natural gas review (bigger than expected injection, bigger build next week), the Gassy Players update, and some other odds and ends. Ecodata¬†Watch: We get durable goods at 8:30 am EST (F = -0.7%, last read was 2.1%), We get […]


Thursday Morning – Oil Review, Gas Preview, Renewables, BE, MGY, VWDRY

. . Market Sentiment Watch: D.C. and China front and center. In today’s post please find the oil inventory review (mixed bag, crude stocks in line with 5 year average as net imports continue to make week of year record lows, both products improved vs their year ago and five year average levels), the natural […]


Wednesday Morning – Vestas

. . Market Sentiment Watch: Market focused on impeachment, China trade (bearish comments overnight), energy focused on Saudi, inventories. In today’s post please find the oil inventory preview (benign report expected by the Street; we’re more likely to see bigger builds near term, watching exports, watching for an unexpected gasoline draw), the natural gas inventory […]

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