By Paul Sankey
Published on July 23, 2025 at 3:11 PM
What with busy results season in mid-summer, ie now, we are suspending Happy Hour for the next two weeks. It is just a little tough on the speaker to compete with results and summer, not fair to offer a graveyard slot. We also encourage you to get out and get tan once you get through results, not hunch over another Zoom call. So, summer recess on Happy Hour. For non-US readers, just to mention that …
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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 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, …
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