By Paul Sankey
Published on November 26, 2025 at 3:37 PM
Assuming you are sitting in a traffic jam in the back of a limo being driven out to your country estate for Thanksgiving, we send a little reading for the holiday. You have no doubt seen or experienced this year’s travel data: all-time records. In this note we explain why every year more and more people drive for Thanksgiving, according to our theory: Ex-urbanisation. Notable for Thanksgiving travel, that we are clearly higher than …
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By Paul Sankey
Published on September 9, 2025 at 6:01 PM
Guest – Ira Joseph – Senior Research Fellow at Columbia University’s Center on Energy Policy Date/Time – Thursday, September 11th at 4pm ET Registration – Click Here Ira Joseph is a Senior Research Associate at the Center on Global Energy Policy at Columbia University. Until 2022, he was the global head of global generating fuels and electric power pricing at S&P Global Platts, with over 30 years of experience in the sector. ~ Weekly video dropped, basically shortened Sunday Sankey …
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By Paul Sankey
Published on September 7, 2025 at 1:32 PM
Wet day, More bearish natgas weather. First week back in the book, post-Labor Day. The maelstrom of September/October markets upon us. There is a lot of thematic news, if that makes sense. Or we try to arrange the news, of which there is an abundance, into thematics. It’s like the Wacky Races. Source: Hanna-Barbera Idiosyncratic winners from Trump II, such as US small cap refining, Oxy & carbon capture, US rare earth players; AI players …
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