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

Happy Hour tomorrow, Aaron Cutler, DC Lobbyist, Hogan Lovells

Premium Event Date/Time – Thursday, November 21st 4PM ET Guest – Aaron Cutler Registration Link – Click Here As a former senior House leadership staffer, Aaron Cutler contributes high-level knowledge of policy and regulatory matters to his practice at Hogan Lovells. Now a partner and leader of their Government Relations and Public Affairs (GRPA) practice, he lobbies Congress in insurance and financial services; energy; sports and entertainment; and technology, media, and telecom sectors. He has advised clients on cryptocurrency, energy, procurement,

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Energy Transition
Paul Sankey

Sunday Choose Your Mates Wisely, Because You Can’t Choose Your Family

We sent you a thematic yesterday at a slightly odd time, late Saturday evening for me here in London, on the UK North Sea and APA. We were very negative on both. This morning, a major long only client wrote from the US: “This [North Sea/APA] write up should be taught in both history classes and policy classes TODAY. Wonderful work and I love reading these. Thank you.” Awww, shucks, kudos as ever to Greg

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Energy Transition
Paul Sankey

The UK North Sea & Apache: where NOT to Invest

In this note we outline the bear case for the UK North Sea, and for APA (formerly Apache Oil) with a price target of $15 on APA (stock closed Friday at >$22) “before we get interested”. We postulate takeover and activist strategy at the end of this note. We slam the UK government and UK eco-fascists for abject lack of global context in their pursuit of “Net Zero”. The UK economy is low emission, and

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