Archive for the 'TPIC' Category


18
Nov

Wednesday Morning – TPIC

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. . Market Sentiment Watch: Pfizer final data better than initial data at 95% effectiveness. In today’s post please find: the oil inventory preview (again, a benign reports is expected with another decent sized draw down of distillate stocks; API was probably a head fake), the natural gas inventory preview (small builds expected), TPIC comments […]


06
Nov

T.G.I.F.

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  . . 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 […]


12
Aug

Wednesday Morning – Wind, PLUG

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. . Market Sentiment Watch: EIA STEO showed further large reductions to U.S. output yesterday and revised global oil demand higher, Natural gas sentiment continues to show grudging improvement and we note the supply / demand set up there continues to improve at pace, OPEC – Modestly negative monthly update.  See table in the Commodities […]


07
Aug

T.G.I.F.

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. . Market Sentiment Watch: U.S. / China relations in focus (aside from NFP today), Covid-19 – Early school re-opening stories do not paint a good picture of the fall. On the oil segment, I woke up with these words in my head:  Distillate Stocks are the Sword of Damocles.   The U.S. is  very over-stored […]


01
Jul

Wednesday Morning – Wind

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. . Market Sentiment Watch: Caixin China PMI came in ahead of expectations the day after China official PMI did, All eyes on ADP and U.S. car sales today and NFP and the unemployment rate tomorrow. Covid-19 – new high case total yesterday. Market kind of watches this off and on. More rollbacks are likely […]

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