Sunday Flares, Flares and No Flares

By Paul Sankey Published on March 31, 2024 at 3:39 PM

Greetings!  Happy Easter. Spring is here, early spring, in Brooklyn Heights. I have begun to spend long moments staring at the garden. I shift to another spot and stare at the beds again. No meaningful gardening action as of yet. One asparagus tip has emerged from last year’s “growing asparagus” debacle. Things are going well for us; where do we stand at end-Q1 2024?   As Q1 closes, the first slide is titled: “Energy dangerously close to …

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Sunday Coming in Hot… and Wet, and Cold

By Paul Sankey Published on March 24, 2024 at 7:13 PM

Delayed last night in Boston by severe storms and a ground stop at La Guardia, eventually we were the last flight to leave Logan Terminal A, and barreled into New York like a bucking bronco, especially for those of us at the back of the shuttle. We landed screaming hot, through the driving rain to what felt like a skidding stop. Welcome back to New York. Freezing! Three weeks on the road, with a final …

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Sunday Paty, Paty, and St Patrick

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

Greetings, Happy St Patrick’s 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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