. . 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. […]
. . Market Sentiment Watch: Election and Covid on market’s mind. Biden pulling ahead in key states. We do not see this a deal killer at all for U.S. upstream. We have been and remain over 60% renewables and we do see a Biden win as largely favorable for the names we own in […]
. . Market Sentiment Watch: Stimulus hopes receive presidential judo chop. We note that the Fed’s Powell warned against inaction on further stimulus. Market eyes on Trump’s health, tweets. Energy eyes on Delta. Most of the GOM is going to shut in. Gulf Coast refining, LNG, and imports/exports to be impacted. In today’s post please […]
. . 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: […]
. . 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 […]
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