. . Market Sentiment Watch: Eyes probably a bit less focused on D.C. but we note President Elect Biden is now speaking to $2k checks and a $3 T package which includes infrastructure (please see our recent comments on infrastructure being a likely under-followed piece of the story at BWEN), Eyes on Covid vaccine deliver […]
. . Market Sentiment Watch: Veterans’ Day. Thank you, thank you, thank you. Thank you dad, thank you Pop, thank you Zorg, thank you all. Oil continues to lift on vaccine euphoria, OPEC chatter is moving towards deeper cuts and not just extension of cuts now, Pfizers vaccine needs to be stored at around -103 […]
. . 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: Energy eyes focused on scale. Stage 1: Start grouping the oily names. Stage 2: Start grouping the gassy names. Stage 3: Majors realize natural gas matters and go after the result of Stage 2. Somewhere in there we would expect SMID cap combos in hopes of balance sheet timeline extension […]
. . Market Sentiment Watch: Energy noting IEA report cutting global demand for 2020 as expected but no reduction of 2021 is a surprise. Sally bearing east instead of west is good for refining capacity. WHO says globally Covid-19 shows few signs of slowing. In today’s post please find: the early read on oil inventories, […]
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