By Paul Sankey
Published on April 30, 2025 at 9:24 AM
Happy Hour this week, the authors of this note, Greg Bordelon & Paul Sankey, will discuss ethane, RINs, the model portfolio and last week in Calgary and California, in an open mic session. Date/Time – Thursday, May 1st ,4PM ET Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here ~ What happens to local markets if you embargo imports? Keeping up our mini-theme of exploring the more arcane aspects of US oil, having covered a “Love Letter …
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By Paul Sankey
Published on April 13, 2025 at 4:14 PM
One of the recent Happy Hour lines that struck me, came from a Republican lobbyist who was a guest in the interim between Trump winning, and Trump being inaugurated. He repeated “tariffs” strongly, then followed up by saying that “During Trump 1, our firm had a track record of 85% success in getting an exemption on tariffs for our clients.” Hmmm. Sure enough, this weekend we have the “Tim Apple Tariff Exemption” whereby suddenly per …
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By Paul Sankey
Published on February 18, 2025 at 9:08 AM
Greetings! It’s a whippy 21°F here in Brooklyn Heights, -6°C. This is the windiest street n New York City, running parallel to the promenade along the exposed hill over looking the grey-icy Atlantic in New York Harbor, with 30mph ice blasts taking wind chill to -7°F, -17°C. This morning at 6:15am at Clark Street, at The Drip coffee kiosk at 6.15am my voice wavered, and cracked, as I asked for my daily “large, ah, iced …
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