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 15, 2024 at 3:10 PM
Just checking in, To see what condition my condition is in. Beautiful day again in Brooklyn Heights. Plenty of tourists. Dogs get walked. Kids get strolled. Above right in the photo, two super-yachts are parked in Brooklyn Bridge Park marina (left). This note starts with me chatting, and the second half is Greg’s latest view on natural gas, published in the light of our view that consensus is bullish US natgas. We are bearish. Reminder: …
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By Paul Sankey
Published on September 1, 2024 at 4:08 PM
We sent you a rather different Thematic yesterday, covering $NESR, the delisted Middle East oil field service player, and the implications of their commentary on record levels of Middle East oil & gas development activity. So just a quick dash through a couple of charts today. Yesterday’s note is especially pertinent to the opening Keynote Speaker at Tuesday’s Barcap conference commencement – SLB, the artist formerly known as Schlumberger. So, plenty of corporate action this …
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