By Paul Sankey
Published on December 12, 2025 at 11:00 AM
Robert Raymond Zoom call replay, good stuff as always. “Founder of RCH Energy in 2004, a boutique energy investment firm in Dallas, TX. Broad energy industry expertise across the upstream, midstream and energy transition verticals. Portfolio and investment management in both public and private domains. Recognized broad industry trends early and capitalized on them through diverse investment opportunities with several large exits.” – LinkedIn https://analysthub.zoom.us/rec/share/O5Ahjq9oqqP7grp0Pd0GJnf9VyEQFoNay1MmtoeKKhFYuZFUxXh_bdbllcczFYsu.xNUxqa9yjUnRPZg0 Have a great weekend, freezing here in Brooklyn. Paul
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By Paul Sankey
Published on July 20, 2025 at 5:49 PM
I sent you a slab of text yesterday, a Thematic, our favourite work, on US power markets, and specifically the upcoming PJM auction results. I have re-attached the note to this email so you can plunge into it, if you have not already. It’s linked at the end of this note and is entitled “Understanding PJM: The Auction” which results are due this week, Tuesday 22nd July. ~ Top of mind, very disappointing share price …
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By Paul Sankey
Published on April 26, 2025 at 4:55 PM
He said, Xi said (nothing). We all suffer lunacy in tracking the often-antagonistic, sometimes-capitulative iterations of this “nonsensical” trade war. Headlines this week have drifted towards hyperbole, portents of the death of US-China energy trade – especially oil and LNG. In this note we tit-tat US-China energy. Key points: US energy trade with China is one worldscale trade where we, the USA, are in major trade surplus, globally the dominant supply player, and effectively control …
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