Archive for the 'BE' Category


24
Nov

Tuesday Morning – A few more fuel cell name updates

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. . Market Sentiment Watch: The presidential transition is moving ahead. Headline from the 3rd vaccine is “200 mm doses this year, 3 billion next”.  Very good news.  But some bad case numbers between now and then end of winter will likely prompt some pauses in what’s been a heady vaccine bounce along the way. […]


30
Oct

Friday Morning – More Gassy Player Reports

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. . Market Sentiment Watch: Eyes on last economic data before the election, tech earnings, the polls, Covid, and maybe terrorism concerns. In today’s post please find: the natural gas review (smaller than expected by Street and just above the upper end of our thoughts from last Friday … no change to our long held […]


29
Jul

Wednesday Morning – BE, LBRT

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. . Market Sentiment Watch: Covid and Tech antitrust hearings on the market’s mind. In today’s post please find: the oil inventory preview (benign expectations; for what it’s worth, API reported a mixed set of numbers headlined by a large crude draw), the natural gas inventory preview, a number of natural gas weekly data slides, […]


15
Jul

Wednesday Morning

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. . Market Sentiment Watch: Summer doldrums in full swing with another week or two until we really see news flow start to pick up in the oil and gas spaces, Moderna posted positive Phase 1 results yesterday and expects to enter Phase 3 in late July. Fingers crossed.  Other vaccine news is rumored to […]


12
May

Tuesday Morning – MGY, BE, COG

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. . Market Sentiment Watch: Energy Eyes are on the monthly trio of reports due out this week with the EIA leading off later today with the STEO where we expect to see another round of supply forecast cuts. We get the OPEC Monthly Tomorrow (probably much smaller incremental cut to 2020 oil demand) and […]

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