By Paul Sankey
Published on June 21, 2025 at 12:54 PM
With the world watching the Straits of Hormuz, perhaps less on EU natgas prices squeezing on Israeli natgas and refining outages, little attention has been paid to major moves in US biofuel markets over the past couple of weeks. We got ya. This has just about nothing to do with global geopolitics, and everything to do with US domestic politics. We now have an increase in regulation from The Trump Administration, and yet more government …
Read More
By Paul Sankey
Published on April 30, 2025 at 9:24 AM
Happy Hour this week, the authors of this note, Greg Bordelon & Paul Sankey, will discuss ethane, RINs, the model portfolio and last week in Calgary and California, in an open mic session. Date/Time – Thursday, May 1st ,4PM ET Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here ~ What happens to local markets if you embargo imports? Keeping up our mini-theme of exploring the more arcane aspects of US oil, having covered a “Love Letter …
Read More
By Paul Sankey
Published on November 12, 2024 at 8:23 AM
Great guests this week on Happy Hour – CEO and team of what has been over time, our favourite North American natgas play: Date/Time – Thursday, November 14th 4PM ET Guest – Mike Rose, Chairman & CEO at Tourmaline Oil & Jamie Heard, VP Capital Markets [and natgas markets wizard] at Tourmaline Oil Registration Link – Click Here Mike Rose is a Calgary legend with good reason, and always a great call. Plenty to talk …
Read More
