Sunday Nor Any a Drop to Drink (World Tour)

By Paul Sankey Published on June 23, 2024 at 1:24 PM

Hello there, My son just graduated college and is applying for jobs. For a premium company application he faced the following question: Q: “How do you decide how much time to allocate to a task?” I found myself pondering this when I decided this week to look at water. ~ Non-answer on time. I took a look at water and am banging it out today, rather than spending another seven years on this massive subject, …

Read More

Trigger Alert: Donald Trump vs Jake Paul

By Paul Sankey Published on June 15, 2024 at 1:06 PM

Trigger warning: today in our “in their own words series” we parse a podcast between Jake Paul and Donald Trump. This note is entirely devoted to that subject, be warned. TLDR: Otherwise lacking a clearly defined policy outline – unless you think the Heritage Foundation’s Project 2025 “let’s combine Church and State” – with few specific campaign promises, Donald Trump is repeatedly saying as he campaigns that he will make peace in the Ukraine, and …

Read More

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 …

Read More