By Paul Sankey
Published on December 29, 2024 at 6:13 PM
Greetings, In the main part of this note, we examine two of the many key issues of 2025: German/EU natgas China sanctions There are so many counter-currents, that in this attempt to take some of the complexity and contradiction out of 2025 outlooks, by (mildly) deeper on both… we reveal yet more complexity. To keep it actionable, later today at 6pm ET, our resident master of clarity, Mr Greg Bordelon, Sankey Research executive partner, publishes …
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By Paul Sankey
Published on November 17, 2024 at 11:28 AM
We sent you a thematic yesterday at a slightly odd time, late Saturday evening for me here in London, on the UK North Sea and APA. We were very negative on both. This morning, a major long only client wrote from the US: “This [North Sea/APA] write up should be taught in both history classes and policy classes TODAY. Wonderful work and I love reading these. Thank you.” Awww, shucks, kudos as ever to Greg …
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By Paul Sankey
Published on April 17, 2024 at 10:41 AM
Today’s note is just bits and bobs: In the oil space, we are at 75% of peak media attention. Any higher, is generally a sell signal, but we are not quite there yet. It takes $100/bbl+ or $4.50/gallon nationwide pump price for me to get the call from the Mitch Albom Show which is peak USA Today territory. Mitch has sold 40m books (The Five People You Meet in Heaven etc) and runs a conservative …
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