Archive for the 'HPR' Category


10
Nov

Tuesday Morning

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. . Market Sentiment Watch: We are seeing a lot of calls for significantly higher oil (look for a continuation of near term bearish near term demand outlooks from the big 3 (EIA, OPEC, IEA)) this week, and some bullish calls on natural gas, and several claims that renewables are in a bubble. We agree […]


04
Aug

Tuesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Still waiting on stimulus and employment assistance deal from DC (both sides said Monday’s talks were productive), Please note this is a busy earnings week for us. Some of our comments may be more brief than usual. If something is not clear please ask in the comment section below and […]


18
Jun

Thursday Morning

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. . Market Sentiment Watch: China says new outbreak under control after significant lock down of Beijing, U.S. Covid outbreaks of increasing concern (sporadically on the market’s mind), WHO voices optimism regarding vaccine pipeline, China / India border skirmish deescalation, Bolton book making headlines, Renewable utility scale U.S. projects seeing little in the way of […]


27
Feb

Thursday Morning – Earnings Avalanche in the face of Virus Fear Market Drop

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. . Market Sentiment Watch: Sloppy market conditions to continue after the U.S. announces first apparent community transmission of the virus. Administration officials put a vaccine at 12 or more months out.  International spread also breading additional market panic. Meanwhile, in the energy space oil continues to sink as demand continues to slow and we […]


26
Nov

Tuesday Morning – HPR, JKS, Inventory Previews

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. . Market Sentiment Watch: Low news flow.In today’s post please find the early read on oil inventories, the early read on natural gas inventories (we get them on Wednesday instead of Thursday due to the holiday, comments and a cheat sheet update for HPR, comments on a large order by JKS, and some other […]

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