Archive for the 'Uncategorized' Category


15
Jan

Tuesday Morning – More Wind

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. . Market Sentiment Watch: Same focus as yesterday: China, Brexit, bank earnings plus EIA STEO. In today's post please find comments and a cheat sheet on another wind name, the early read on oil and natural gas inventories, and some other odds and ends. We look forward to the EIA STEO around noon EST today.  […]


14
Jan

Monday Morning

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. . Market Sentiment Watch: Shutdown continues, market eyes are on China (2018 saw a record trade surplus vs the U.S), India (potential slowdown from each with tariffs on the horizon), big bank earnings, and Brexit. In energyland look for increasing news flow from our names and monthly reports out of EIA, OPEC, and IEA […]


12
Jan

Wrap – Week Ended 01/11/19

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. . Our ZLT is up 14.6% YTD, in line with the XOP and Service benchmarks and roughly double large cap energy and oil and well over double natural gas and the broad markets.  We added VWDRY to our coverage last week. Please see Friday's post here for details.  Questions and comments under The Wrap will […]


11
Jan

Friday Morning – Vestas

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. . Market Sentiment Watch: China, Brexit, Shutdown and inflation in market's eye. In today's post please find the the natural gas review (bigger than expected pull still yields sharp reductions to both deficits; next week look for a smaller draw), our initial piece on wind player Vestas, and some other odds and ends. Next week we […]


10
Jan

Thursday Morning – Permian Players

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. . Market Sentiment Watch: Shutdown continues but market remains primarily focused on China hopes. In today's post please find the oil inventory review (as end of year time noisy as expected), the natural gas preview (consensus continues to call for a much smaller than normal one, trough estimates likely to rise), the Permian Players Group […]

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