Quote of the day: Pelé: “Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do.”

Energy Transition
Paul Sankey

Morning Xi is Your Man

We had Ed Westlake, former lead oil analyst at Credit Suisse, lined up for Happy Hour guest this week (Ed has relocated from Seattle back to Tribeca, NYC). “After 20 years as a successful Energy Equity Research analyst in Europe and the US, I recently set up Wonderland Analytics. Our goal is to use the increasing availability of data/compute, together with equity/industry analysis, to predict the direction and volatility of US equities/credit/CDS/ETF’s (all sectors). We

Read More »
Energy Transition
Paul Sankey

Sunday Rogers… Have a Dip at it Son

Pinky promise. When England are done in this World Cup, I will not write of soccer for a good while — like when I did the thematic on Bitcoin and closed the book. Didn’t mention it for three years. Uninvestable. Sell. After my World Cup thematic one client asked me to look at Rugby, but that is truly off our “energy and energy-adjacent” pitch; for me the game is not succeeding. Cricket would interest me

Read More »
Energy Transition
Paul Sankey

Thematic: World Cup Management vs Assets

We can safely say that while taking a look at the World Cup, and management, and assets (players), based on an original argument I made that “the best player wins the World Cup”, my side project got out of control and ended up in a full analysis of the history of soccer, the great players, the great managers, and everything in between. One player is faster than Mbappe this tournament. Do you know how much

Read More »