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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
Greg Bordelon

Model Portfolio Update: 5/25/25

For the week ended 5/23, the model portfolio was up 93 basis points on gross market value (GMV).  Year to date, the book is +565 bps on GMV. Source: Bloomberg, Sankey Research Regards, Greg Bordelon

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Greg Bordelon May 25, 2025 7:00 PM