Archive for the 'VWDRY' Category


07
Nov

Thursday Morning – Wind

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. . Market Sentiment Watch:  In today’s post please find the oil inventory review (crude headline build got most of the attention yesterday but we noted a 5th week at the same level for L48 oil production – STEO next week to see retreat?, and those export figures were oddball, expect a sharp bounce there […]


01
Oct

Tuesday Morning

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. . Market Sentiment Watch:  In today’s post please find the early read on oil inventories, the very early read on natural gas inventories, comments and a back of the envelope NAV on a requested name, comments on the 3Q order intake for VWDRY (last day of quarter flurry), and some other odds and ends.  […]


26
Sep

Thursday Morning – Oil Review, Gas Preview, Renewables, BE, MGY, VWDRY

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. . Market Sentiment Watch: D.C. and China front and center. In today’s post please find the oil inventory review (mixed bag, crude stocks in line with 5 year average as net imports continue to make week of year record lows, both products improved vs their year ago and five year average levels), the natural […]


25
Sep

Wednesday Morning – Vestas

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. . Market Sentiment Watch: Market focused on impeachment, China trade (bearish comments overnight), energy focused on Saudi, inventories. In today’s post please find the oil inventory preview (benign report expected by the Street; we’re more likely to see bigger builds near term, watching exports, watching for an unexpected gasoline draw), the natural gas inventory […]


15
Aug

Thursday Morning – PE, VWDRY

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. . Market Sentiment Watch: August. Really really August. In today’s post please find the oil inventory review (neutral report, see review section below), the natural gas preview (still roughly in line with last week’s build, expect a smaller build next week), comments and a post quarter cheat sheet updated for PE, comments on the […]

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