Archive for the 'GOEV' Category


Thursday Morning – CNX, GOEV, STEM

. . In today’s post please find: the oil inventory review (better than expected report, as weeklies go), the natural gas preview (Street just under our expectation; either way, consensus and our number is well below historical pulls for this time of year as mild weather yields a slow start to withdrawal season), a cheat […]


Thursday Morning – OPEC+

. .   In today’s post please find: the oil inventory review (negative side of neutral but only barely, uptick in throughput highly likely next few weeks as well as a rebound in oil exports; and all pretty moot in front of OPEC+ today), the natural gas preview (larger than average withdrawal expected this week […]


Tuesday Morning – End of Season Earnings Flurry

. . RIVN (private holding only) is officially a double in the pre market. Fastest non penny double for us in some time.  Please see our pre IPO notes here. . In today’s post please find the odds and ends of our portfolio as they announce 3Q results: the very early read on natural gas […]


Tuesday Morning – BSM, CNX, GOEV

. . Market Sentiment Watch:  Energy eyes on U.S. Covid numbers as school year starts. In today’s post please find: the very early read on natural gas inventories (in line with our thoughts from last Friday, modestly smaller build this week), BSM comments and an updated cheat sheet, CNX cheat sheet update, GOEV 2Q21 notes, […]



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