Archive for the 'PLUG' Category


29
Nov

Monday Morning (in progress)

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. . Market Sentiment Watch: Stimulus back on the market’s holiday wish list (both for an extension of unemployment benefits and for vaccine distribution aid to the states), Energy markets are focused on OPEC meeting today and the OPEC+ meeting tomorrow. Before the meeting a ministerial panel failed to agree upon delaying the currently planned […]


17
Nov

Tuesday Morning – PLUG

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. . Market Sentiment Watch: Covid fears vs Covid vaccine hopes.  Note strong results at WMT and HD (both unowned). Housekeeping Watch:  If you are not getting trade notices at the desired email address please contact zman@zmansenergybrain.com and we will get that fixed.  In today’s post please find: the early read on oil inventories (benign), […]


09
Nov

Monday Morning – PLUG, BCEI

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. . Market Sentiment Watch: Pfizer says Coid vaccine is over 90% effective … wowzer, Busy week in energy as we get the EIA STEO and the OPEC and IEA Monthlies In today’s post please find: The Week That Was, The Five Things, PLUG announced a massive 3Q20 Beat, BCEI is acquiring the restructured HighPoint, […]


07
Oct

Wednesday Morning – BLDP, PLUG

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. . Market Sentiment Watch: Stimulus hopes receive presidential judo chop. We note that the Fed’s Powell warned against inaction on further stimulus. Market eyes on Trump’s health, tweets. Energy eyes on Delta. Most of the GOM is going to shut in. Gulf Coast refining, LNG, and imports/exports to be impacted. In today’s post please […]


25
Sep

T.G.I.F.

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. . Market Sentiment Watch: New Covid travel restrictions becoming common across Europe. Goldman sees large recovery in aviation travel next year. Seeing more stories regarding market concern over the U.S. election, not the outcome but the uncertain of knowing when the outcome will be final. In today’s post please find: the natural gas review […]

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