Archive for September, 2020


Thursday Morning – JKS, PLUG

. . 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 […]


Wednesday Morning – JKS

. .   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 […]


Tuesday Morning – Gassy Players Update

. . 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 Housekeeping Watch: Please bookmark our back up site:  In the rare event our site goes down that one will be activated. If you reset […]


Monday Morning

. . 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 […]


Wrap – Week Ended 09/18/20

. . 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 […]

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