Sunday Code Ed

By Paul Sankey Published on May 19, 2024 at 4:33 PM

Congratulations, All but made it! You are in striking distance – a week – of Memorial Day; the hard yards for 2024 are behind us, the brutal January-to-Memorial Day run. Summer is upon us, dust down the seersucker jacket, linen white pants, fabric shoes, break out the Sunday Sankey recipe for Pimms, the great British summer drink, Wimbledon, Henley, Ascot beckon. Or a hot dog at the .444 Mets – the stadium is great! Why …

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Morning Ed Morse Code: 100kb/d

By Paul Sankey Published on May 16, 2024 at 9:20 AM

*** THIS AFTERNOON *** PREMIUM EVENT *** Happy Hour 4pm ED MORSE – the most tenured Wall Street (and DC) Oil guru, now Special Advisor to Hartree Partners, formerly Citi, CS, LCM, Lehman, Barclays, Hess, Phillips, President of Energy Intelligence, DOE under both Carter and Reagan, Princeton PhD, Johns Hopkins… the man is an oil legend. Register interest here: Sankey Strategy Session | Ed Morse – Interest Form ~ With Ed incoming, getting ahead of …

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Sunday Saudi Puts, Iran Puts, SPR Puts, and

By Paul Sankey Published on May 12, 2024 at 7:08 PM

We have hit that point in oil markets when suddenly, just like that, all the newsflow turns bearish. Better put “seems bearish”. Once again, like our commentary on US distillate looking less terrible when you add back renewable diesel (note published last week), latest reports of the death of the oil market are over-stated. Prior reports have proven completely wrong. While there may be bearish fears regarding the upcoming June 1st OPEC meeting, the reality …

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