By Paul Sankey
Published on October 10, 2026 at 1:29 PM
Pleased to say that next Thursday Happy Hour will be with Robert Clarke, Vice President, Upstream Research at Wood Mac, Lower 48/US/Global Unconventional E&P stone-cold expert. He comes with a strong view of things like Devon, Continental, ExxonMobil Permian, Chevron Bakken… ~ Here is my latest video, I really am doubting the YouTube videos but I have two 20-something lads who are keen to get the channel going, basically the son of a friend and …
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By Paul Sankey
Published on September 29, 2026 at 10:07 AM
Important note: last 24 hours we may see the beginning of a trend of weaker oil prices yet higher Treasury yields. This would be a major and concerning break of the trend of the last month of almost 1:1 postive correlation between oil prices and Treasury yields. The feeling of “something is going to break” indicator is getting to boiling point. But remember, a watched kettle never boils. ~ NFI: I did NOT get invited …
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By Paul Sankey
Published on September 27, 2026 at 6:43 PM
This morning getting coffee was a wet and blustery experience. That said, my backyard (surrounded by buildings) weather station records 0.6” rain and 20mph wind peak gust (JFK recorded a 56mph gust, but flights basically fine). Nor’Easter fake news? It is more lively out on the Brooklyn Heights Promenade for sure, and the tide is lapping as high as I have seen it along the shore in Brooklyn Bridge Park. The main observation is that …
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