Sunday Paty, Paty, and St Patrick

By Paul Sankey Published on March 17, 2024 at 4:32 PM

Greetings, Happy St Patrick‚Äôs Day to all, not least my wife Patricia and her mom, Patricia, both “Paty”. A thought today for my Irish grandmother, Ivy. From Cork. This past week: ExxonMobil slipped out the old Friday-night-after-the-close press release on yet more Guyana exploration success Profrac announced a market share war in US pressure pumping that we thought so significant, we started a major oil price & market thematic. Stay tuned on ACDC (the ticker …

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Morning You Can’t Buy Chips and Short Energy

By Paul Sankey Published on February 1, 2024 at 9:23 AM

Happy Hour today with Frank Kelly, of Fulcrum Macro, our favourite Washington DC/global geopolitics expert. Register here: https://analysthub.zoom.us/j/84966171042?pwd=M1RwalJ3ZFdoQnpNZHBkbGxETkNJZz09 Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office. He served as a writer for President George H.W. Bush and then at the Justice Department, focusing on national security and international issues. From there, Frank went to the US Securities and Exchange Commission, as Senior …

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Sunday Thematic: Virginia & the Data Center (Natural Gas) Power Hogs

By Paul Sankey Published on January 28, 2024 at 4:54 PM

Good day to you, We have a brief outlook for the week ahead, which is massive for earnings. Big Oils, and companies like Amazon and Apple. Speaking of Amazon and Apple, these past couple of days I got completely side-tracked by the Virginia power market. Why? Because that market arguably represents the cutting edge of global economic development, being by far the biggest data center market in the world, and one that will be an …

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