Archive for the 'Uncategorized' Category


03
Dec

Thursday Morning – Renewable Thoughts

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. . Market Sentiment Watch: All eyes on OPEC+.  Sources are pointing to an incremental increase in production of 0.5 mm bopd per month beginning in January backed by Russia and UAE. Natural gas is falling on an expected mid month re-warming. Housekeeping Watch:  Site improvements ~ send us your thoughts with “Site Improvements” in […]


02
Dec

Wednesday Morning – BSM

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. . Market Sentiment Watch: OPEC meets virtually again tomorrow. Bloomberg reports quiet effort to repair differences is underway. No surprise there. Note that oil is more resilient than we normally would expect during this type of group meeting strife. UK clears Pfizer vaccine for distribution. Expect U.S. to do the same on or about […]


01
Dec

Tuesday Morning – VWDRY

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. . Market Sentiment Watch: Energy eyes remain nervous as OPEC pushed the OPEC+ meeting back from today until Thursday. We still expect a 3 month curb extension, eventually, though we may see some from of hybrid plan with both a gradual increase during the period and a catch up mechanism for over producers like […]


29
Nov

Monday Morning

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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 […]


27
Nov

Wrap – Week Ended 11/27/20

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. . Positive if short week with the ZLT up 9.7% in three and a half sessions. YTD (through 11/25/20) the ZLT is up 20.7% (up 49.7% in the last 3 months). Holdings Watch: We doubled up in one of our renewable positions. We continue to hold 18 positions. Our KCAC began trading as QS […]

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