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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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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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 = …
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