By Paul Sankey
Published on October 27, 2024 at 11:33 AM
Good day from Malaga, Huge rainstorms were welcomed by locals last night here in Southern Spain. We return to London tomorrow. Later today, in his weekly model portfolio update, Greg will review what happened in oil earnings and our model portfolio last week, and the huge week ahead for oil and wider market earnings reports. His book continues to perform very well, and even if his investing process may not match yours, it is highly …
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By Paul Sankey
Published on September 27, 2024 at 10:36 AM
Boy, was I happy after our Happy Hour last evening in terms of content. We had Rob Raymond lined up to talk about private equity in energy with a focus on data centers, when the first dial-in appeared and was a major long only natural resources portfolio manager – one of the biggest in the world – dialed in from an Uber in Houston on his way back from a field field trip to Guyana. …
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By Paul Sankey
Published on June 16, 2024 at 12:15 PM
Greetings, We sent you long-ish notes on Gas station stock CASY, and on Donald Trump vs Iran over the past couple of days, so this is brief. Rather bereft about oil markets, we take a look at summer power. A summary of this note by AI in 30 words: AI’s energy consumption contrasts sharply with its practical benefits, while NVDA stock keeps rising. Meanwhile, the electricity outlook shows potential summer power shortages. First Solar remains …
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