18
Dec
. . Market Sentiment Watch: Second vaccine receives emergency authorization, All eyes on stimulus talks as clock winds down. 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 zman@zmansenergybrain.com In today’s post please find: the natural gas review (in line […]
Posted in BWEN, PLUG, TPIC, Uncategorized, VWDRY | 49 Comments »
01
Dec
. . 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 […]
Posted in Uncategorized, VWDRY | 53 Comments »
04
Nov
. . Market Sentiment Watch: Too close to call. Expect volatility. Seeing some knee jerk action in green/renewables on thought of Trump victory overnight markets. In today’s post please find: the oil inventory preview (benign report expected vs historically easy comps), the natural gas inventory preview (first draw of the season expected), comments on the […]
Posted in BWEN, Uncategorized, VWDRY | 66 Comments »
29
Oct
. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]
Posted in AR, CNX, COP, OII, PE, VWDRY | 68 Comments »
01
Oct
. . Market Sentiment Watch: Market eyes on data and congress. In today’s post please find: the oil inventory review (modestly positive, better on distillates than expected which is a plus, record net import low, no uptick in weekly oil production), the natural gas preview (Street is a little higher than us), comments on Vestas […]
Posted in VWDRY | 44 Comments »