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Quote of the day: “I need the cash in charge if I want to finance the diversification,” CEO Patrick Pouyanne said at International Energy Week in London in February. “I need to maintain this dance. I need to continue to develop oil and gas.”
Energy Transition
Paul Sankey

Happy Hour! Join Greg Bordelon now, Boston crowd next week, & Torsten Slok…

Date/Time – TODAY Thursday, May 1st 4PM ET – ONE HOUR’S TIME Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here  Conversation Paul Sankey vs Greg Bordelon, Chatham House open mic Sankey Research Executive Partner Greg Bordelon is a former Surveyor/Citadel long/short energy portfolio manager, and former ExxonMobil engineer. He graduated in the first graduating class of the American High School, Qatar. He runs the Sankey Research model portfolio and writes thematic research. Subjects for discussion, open

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Paul Sankey May 1, 2025 3:25 PM
Energy Transition
Paul Sankey

The Bottom is RIN, A Poison Pen Letter

Happy Hour this week, the authors of this note, Greg Bordelon & Paul Sankey, will discuss ethane, RINs, the model portfolio and last week in Calgary and California, in an open mic session. Date/Time – Thursday, May 1st ,4PM ET Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here ~ What happens to local markets if you embargo imports? Keeping up our mini-theme of exploring the more arcane aspects of US oil, having covered a “Love Letter

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Paul Sankey April 30, 2025 9:24 AM
Energy Transition
Paul Sankey

Sunday Uncertain Veblen Goods

Greetings, We can keep it shorter today, as yesterday we sent you a Greg Bordelon thematic special on China energy tariffs, not to mention he beat me this evening and released his Model Portfolio note just now. The China note yesterday I most enjoyed reading & editing, and adding fun asides, from the Delta lounge at LAX on Friday night before I took the red-eye back here to Brooklyn. No wonder I never normally take

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Paul Sankey April 27, 2025 8:17 PM
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