Archive for September, 2020


Wednesday Morning – BLDP, VWDRY

. . Market Sentiment Watch: Futures slump on last day of quarter. In today’s post please find: the oil inventory preview, the natural gas inventory preview, notes from the BLDP analyst day and a cheat sheet update, a number of order wins from VWDRY (~ half a GW), and some other odds and ends. Ecodata Watch: […]


Tuesday Morning – FLMN, BLDP and more

. . Market Sentiment Watch: Eyes on debate tonight, Covid numbers, increasingly economic data heavy schedule as the week progresses. In today’s post please find: the early read on oil inventories (benign looking early read, SPR saw another sizable withdrawal, looking for 2nd week of distillate stock reduction), comments and a cheat sheet update for […]


Monday Morning

. . Market Sentiment Watch: The broad markets have fallen for 4 straight weeks and this week is heavily laden with key economic data. Flight tracker data may be showing some modest improvement (flatness when normally it would be ebbing seasonally). Market eyes may be on rising cases (hard to tell) or therapeutic news (positive). […]


Wrap – Week Ended 09/25/20

. . Key items from last week watch:  JKS reported a big beat taking many on the sellside by extreme surprise. Please see our coverage of earnings day here and our follow up post here.  JKS is our 4th largest position in the ZLT. PLUG – please see our coverage of their now annual hydrogen […]



. . Market Sentiment Watch: New Covid travel restrictions becoming common across Europe. Goldman sees large recovery in aviation travel next year. Seeing more stories regarding market concern over the U.S. election, not the outcome but the uncertain of knowing when the outcome will be final. In today’s post please find: the natural gas review […]

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