By Paul Sankey
Published on December 15, 2024 at 4:28 PM
*** Save the Date *** Sankey Research 12th annual January Refining Conference 2025 6th January (primary) & 9th January Virtual, details to follow. All major US independent refiners will be represented at C-level ~ Poof! Just another week in 2024, as drone swarms over NJ knocked the CEO assassin off the front pages. This is the last full market week of the year, and what a year. The latest “what the?” 2024 moments, are just …
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By Paul Sankey
Published on November 21, 2024 at 7:02 AM
Premium Event Today This evening, Happy Hour, top Republican Lobbyist Aaron Cutler, we sent his bio to you yesterday evening. Date/Time – Thursday, November 21st 4PM ET; Guest – Aaron Cutler Registration Link – Click Here ~ We describe this as the worst normalized oil balance we have seen in our careers. Demand fine, monstrous over-supply. In OPEC alone (ie ignoring OPEC+, especially Russia and Kazakhstan) Bloomberg lists 33.5mb/d of crude oil production capacity vs …
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By Paul Sankey
Published on September 12, 2024 at 10:39 AM
Tonight Happy Hour/Strategy Session, two of the most tenured and highly regarded Long Only Natural Resource investors in the world. We are very grateful to these great guys for doing a call at a time when we are hardly “victory lapping”. Oils and Oils Alpha Performance Source: Bloomberg, Sankey Research Actually, we equity peeps are out-performing the oil (and gas) commodity. By some way. That frankly worries me, but I get it. Source: Bloomberg, Sankey …
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