“Everybody off the Bus. I want the Shiny People over here…”

By Paul Sankey Published on September 27, 2024 at 10:36 AM

Boy, was I happy after our Happy Hour last evening in terms of content. We had Rob Raymond lined up to talk about private equity in energy with a focus on data centers, when the first dial-in appeared and was a major long only natural resources portfolio manager – one of the biggest in the world – dialed in from an Uber in Houston on his way back from a field field trip to Guyana. …

Read More

Sunday New York Power vs Brooklyn Resistance

By Paul Sankey Published on March 3, 2024 at 5:58 PM

Source: ChatGPT Well, I thought I was bullish oil here, but thanks ChatGPT. The above summary is unadjusted direct output, and further to client and sales requests/suggestion. It will be a weekly feature from here. ~ After we got so much in interest in our Sunday Virginia Power note, (Loudon County, Data Center Capital of the World, richest county in the world’s richest country, USA), your analyst moved on to look at New York power, …

Read More