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A Thesis for Oil Market Price Dynamics: CUSP, the Call on Unconventional US Oil Supply, and the “Devon Put”

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Quote of the day: The only way to deal with an unfree world is to become so absolutely free that your very existence is an act of rebellion. Albert Camus
Energy Transition
Paul Sankey

Morning Emissions? Schmissions!

Great guests this week on Happy Hour – CEO and team of what has been over time, our favourite North American natgas play: Date/Time – Thursday, November 14th 4PM ET Guest – Mike Rose, Chairman & CEO at Tourmaline Oil & Jamie Heard, VP Capital Markets [and natgas markets wizard] at Tourmaline Oil Registration Link – Click Here Mike Rose is a Calgary legend with good reason, and always a great call. Plenty to talk

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Paul Sankey November 12, 2024 8:23 AM
Energy Transition
Paul Sankey

Sunday Veterans, Newbies, & Seagulls

Afternon, Back in London. Where was memorialized this Sunday morning the 11th minute, 11th hour of the 11th day of the 11th month that spelled the end of World War I. We were out this morning at the Horse Guards Parade (photo above) to watch the Remembrance Sunday parades, with a friend of mine solemnly marching as an officer in the front row of the Black Watch (Royal Highlanders) regimental group. It was moving to

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Paul Sankey November 10, 2024 2:21 PM
Energy Transition
Paul Sankey

Red Lines and Yard Sales

Daylight Savings Time claimed yet another victim, as I flew in from Abu Dhabi last evening, landed 8.30pm, and was whizzing back to London base in a cab, when Greg called: “Are you getting on Happy Hour?” he asked. Sure enough – “it’s not until 10pm” was the wrong answer. We hacked it from the back of the cab. ~ At ADIPEC I was watching a CVX executive and a Microsoft executive give the usual

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Paul Sankey November 8, 2024 7:30 AM
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