By Paul Sankey
Published on June 5, 2025 at 9:30 AM
Happy Hour today Mark Rossano, just the man to talk actual data, whether China, US, Europe, oil, natgas, or commodities. Great guest, encyclopedic. He fits perfectly with today’s note. Register here: 4pm today, by Zoom. https://sankeyresearch.com/conference/sankey-strategy-session-mark-rossano-interest-form-2/ Arcane data? Committed readers will be familiar with the whole US ethane-to-China trade which we covered, concluding it had to be exempted, and it was. That was shortly after we pointed out US energy dependence on Canada, notably for …
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By Paul Sankey
Published on May 18, 2025 at 2:30 PM
This Sunday note is primarily further to Woodside. We had dinner with Graham Tiver, Woodside CFO, last Tuesday evening. ~ Right now we are focusing on thematic research, because there ain’t no point in chasing this market day-to-day. With that said, to now comment very briefly on markets, we had Torsten Slok on Happy Hour Thursday, so we are covered on macro. We emailed you his slides. Every indicator with the possible exception of US …
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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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