Archive for the 'PLUG' Category


10
Nov

Wednesday Morning – Dueling Inventory Reports and More Earnings

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview (we get this report today due to the holiday), comments on the SHLS quarter, comments on the STEM quarter, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 260,000, last read […]


15
Oct

T.G.I.F.

  . Market Sentiment Watch:  Headline – “S&P500 has best day since March on strong (banking) earnings.” Z4 Comment:  If they like those earnings wait until the energy names begin reporting. Housekeeping Watch:  Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact […]


14
Oct

Thursday Morning – Dueling Inventory Reports

  . . In today’s post please find: the oil inventory preview (across the board builds expected), the natural gas inventory preview (consensus in line with our thoughts), PLUG comments, CRK comments, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 318,000; last read was 326,000), We […]


11
May

Tuesday Morning – BCEI, WIOWIO, OPEC

. . Market Sentiment Watch:  Tech sell off triggers global sell off with inflation fear rising. Please see the Housekeeping Watch near the bottom of today’s post. In today’s post please find: the very early read on natural gas inventories (another below average and below year ago storage build expected), a link to our comments […]


17
Mar

Wednesday Morning – CRK, VEI

. . Market Sentiment Watch: All market eyes on Powell this afternoon. Expect volatility. And March Madness brackets. In today’s post please find: the oil inventory preview (continuing to normalize post storm, expecting a big bound in throughput and little changed production; also looking for signs of big demand for gasoline), the natural gas inventory […]

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