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Quote of the day: “May, she will stay, resting in my arms again.” Simon & Garfunkel, April Come She Will
Energy Transition
Paul Sankey

Morning TINA turner

Today, Ed Morse at 4pm by Zoom on Happy Hour with one of his many mentees, Jan Stuart. Should be great, Ed is ready to rumble; we chatted yesterday. The backdrop is well-known, we will focus on the geopolitics Saudi/OPEC, Middle East and above all China demand, with of course Jan providing outstanding oil market work. Ed has modestly demurred on talking too much Kazakhstan/Russia but has suggest a future guest on the subject, who

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Paul Sankey May 29, 2025 11:10 AM
Energy Transition
Paul Sankey

Hess: the Beginning of the End; What Price?

Tomorrow Happy Hour, as we inexorably plough through OPEC+ meetings after meetings without meeting, we have oil analyst Hall of Famer Ed Morse to talk about the world. Providing next generation Hall of Fame, analyst Jan Stuart will join. Full bios with next invite, suffice it to say that Ed is Senior Advisor and Commodities Analyst at Hartree Partners, a large, global, privately held commodities firm headquartered in NYC. Jan is global energy strategist at

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Paul Sankey May 28, 2025 9:15 AM
Energy Transition
Paul Sankey

Sunday Mexico, Pemex, and the Destruction of Multiples

Happy Memorial Day weekend, We’ve talked about the vicious thugs that came back to the neighborhood. Hanging around in a sinister mob, scowling at observers, never look them in the eye, they are genuinely violent and dangerous. They are, the Bond Vigilantes. Funny thing is, I’m terrified of them too, but I look at long term interest rates and think “Rates are not THAT high”. Maybe that is what terrifies me. Below, yields since 1970.

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Paul Sankey May 25, 2025 12:52 PM
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