Archive for the 'BLDP' Category


26
Jun

T.G.I.F.

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. . Market Sentiment Watch: Covid is weighing on our sentiment and intermittently the market. I don’t give advice. I simply tell you what I am thinking. I am thinking Covid is a bit of a bigger deal than some seem to think. I have felt this way for a good long while now. If […]


05
Mar

Thursday Morning – BWEN , BLDP, PLUG, JKS

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. . Market Sentiment Watch: Sloppy Market Conditions Continue. Renewables continue to shine. All eyes on OPEC (Reuters reporting a 1.5 mm bopd cut has been agreed to but the closed door session was in progress at post time and the OPEC/non OPEC(Russia) meeting still has to take place tomorrow).  In today’s post please find […]


31
Jan

Friday Morning

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. . Market Sentiment Watch: Coronavirus. In today’s post please find the the natural gas review (in line withdrawal; smaller withdrawal in next week’s report but note that net supply went negative on a YoY basis as production continued to slump and exports of LNG and to Mexico hit all time record highs), comments and […]

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