By Paul Sankey
Published on October 6, 2024 at 2:36 PM
Good day, We dropped a weekly video “Global Oil Risk” from London Friday and shortly thereafter did a podcast for “Mr 30m Downloads” Jack Farley, returning a favour for him being a guest on Happy Hour this week, especially as we buried him with a Rosh Hashanah-diminished crowd (ie Thursday’s Happy Hour very quiet, mid-Rosh). Happy New Year to those that celebrate. L’shana tovah u’metukah! ~ Those appearances have thrown me right into the maelstrom …
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By Paul Sankey
Published on September 8, 2024 at 2:34 PM
Greetings from Lake George, Upstate New York, where the oak leaves have begun to turn to Fall; driving yesterday was four hours to Boston to watch Harry play college soccer, then another four hours to upstate forests. We spent two hours charging the EV, it was highly inconvenient. That’s a lie, we drive gasoline, nobody takes epic drives in EVs. The extra half an hour was in truth grabbing the best pizza in the world, …
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By Paul Sankey
Published on August 31, 2024 at 12:53 PM
Quote in this note: “this is the first time that the Middle East has more rigs than the United States. And it’s not now more, it’s almost double.” We were very interested in the quarterly report of a delisted SPAC international oilfield service (OFS) company this past week. So interested, that we wrote you a thematic today on NESR (National Energy Services Reunited) vs ExxonMobil. We found NESR’s results call to be a terrific refresher …
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