Distillate demand as bad as COVID? Add back RD. Vistra vs Anastasia vs me.

By Paul Sankey Published on May 9, 2024 at 9:51 AM

A couple of weeks ago I made a noise complaint – just so much headline news that has a marginal impact on anyone’s reality. How do we see the forest for the trees? Protestors chant: Q: “What do we want?” A: “Media attention now!” Tonight on Happy Hour 4pm ET – Luke Gromen, Macro superstar. It’s not just what he knows, it’s who he knows. Luke clearly inhabits the virtuous circle of top clients = …

Sunday Disty, Luxury, and Sarkozy

By Paul Sankey Published on April 28, 2024 at 6:23 PM

Hello, Distracted by the Knicks WIN, this afternoon. Hard fought to 3-1 in the series vs Philadelphia. A quick run around on distillate today, we skip over a rabbit hole with luxury goods stocks, and brace you for a massive week of earnings for E&P, unless like the average investor, you own “XOM, or CVX, or COP, Valero, a midstream, and one other, let’s do FANG”. “Pitching OVV to portfolio managers is hard, however rational …