Archive for the 'GOEV' Category


Wednesday Morning

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. . Market Sentiment Watch:  Energy eyes on: the OPEC Monthly tomorrow (we don’t expect a large further reduction in the 2021 call on OPEC) and IEA’s monthly on Friday (expect a little more cautious stand on demand for 1H21 with a good chance of that being largely just shifted into 3Q21). Market eyes still […]


Tuesday Morning – AR

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. . Market Sentiment Watch: Market eyes sort-of-maybe on D.C. machinations (can’t really tell the market cares much), Covid cases remain high leading to extended re-lockdowns in Europe, Asia.  In the U.S. vaccinations are accelerating and the vaccinated count is near 9 mm.  Energy eyes on EIA STEO today (and we would not be surprised […]


Tuesday Morning – FANG, GOEV

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. . Market Sentiment Watch: Spending and Covid relief bills passed by congress last night. Green segment stocks continue to outperform traditional energy and the broad markets in advance of the bill package that includes extensions for PTC (Wind – 1 year extension for construction start (to 2021) and ITC (Solar – 2 year extension; […]

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