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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

Morning: Tide’s Half Way Out, Who’s Wearing Trunks?

Happy Hour 4pm tomorrow we got us an engineer! Macro guru Michael Kao is well-known for Kaoboy Musings – on Substack and Kaos Theory. His twitter handle is UrbanKaoboy. In a crisis, we all become credit analysts. Michael is a stone-cold macro expert. Register Here: https://sankeyresearch.com/conference/sankey-strategy-session-michael-kao-urbankaoboy-interest-form/ Source: Toptradersunplugged.com ~ Here are a couple of charts I have been looking at, rather back of a beermat, pondering that the tide is half way out. The tide

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Paul Sankey April 16, 2025 10:04 AM

Sunday Auto Armageddon & Peace with Iran

One of the recent Happy Hour lines that struck me, came from a Republican lobbyist who was a guest in the interim between Trump winning, and Trump being inaugurated. He repeated “tariffs” strongly, then followed up by saying that “During Trump 1, our firm had a track record of 85% success in getting an exemption on tariffs for our clients.” Hmmm. Sure enough, this weekend we have the “Tim Apple Tariff Exemption” whereby suddenly per

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Paul Sankey April 13, 2025 4:14 PM
Energy Transition
Paul Sankey

The Most Vicious Thugs on Wall St Won, with a Dove

Today 4pm Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Premium event. Date/Time – Thursday, April 10th, 4PM ET Sankey Strategy Session | Steve Levine – EV and battery expert – Interest Form | Sankey Research ~ Mid penguin tariff “Liberation Day” crisis, last Sunday we highlighted that Treasury Secretary Scott Bessent was the one obvious Dove/Owl in Peacock/Eagle Donald Trump’s cabinet, who could force

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Paul Sankey April 10, 2025 9:12 AM
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