Menu

Access Not Allowed

Error – Access Not Allowed

 

Oops! We’re sorry, but it looks like you don’t have permission to access this report. Certain reports are only available to paying clients.

 

To upgrade your subscription or to request more information about Sankey Research subscription tiers, please contact [email protected].

Maybe try one of these posts instead?
Energy Transition
Paul Sankey

Letter from the Quai D’Orsay

We just took the Eurostar London to Paris, which City of Lights is empty. Above, the Quai D’Orsay, Notre Dame approaching renovation completion (later this year, fire was 2019). The 2024 Olympics are starting, and the streets are closed. No taxis, metro only to get around or foot. Paris is empty, the notoriously grumpy locals ain’t got time for all this. The local barman is berating the quiet. TGV (Train Grand Vitesse, fast French long

Read More »
Paul Sankey July 25, 2024 2:14 PM
Energy Transition
Greg Bordelon

Model Portfolio Summary: 7/21/24

The model portfolio was up 70 bps for the week ended July 19 as two good days were enough to overcome the loss of one rather bad day. Performance year-to-date is +776 basis points on (gross market value) GMV. Source: Bloomberg, Sankey Research Regards, Greg Bordelon

Read More »
Greg Bordelon July 21, 2024 7:00 PM
Energy Transition
Greg Bordelon

Model Portfolio Update: Weeks When Days Happen

Summary What exactly is the Trump trade ConocoPhillips and the Quest of the Sisyphean Re-rate Nat gas vs refining: building a wall of worry Testing thematic theses with management Performance The model portfolio was up 70 bps for the week ended July 19 as two good days were enough to overcome the loss of one rather bad day. Performance year-to-date is +776 basis points on (gross market value) GMV. Source: Bloomberg, Sankey Research There was

Read More »
Greg Bordelon July 21, 2024 6:00 PM