By Paul Sankey
Published on December 5, 2024 at 12:09 PM
This evening 4pm Happy Hour with Kathleen Kelley, special listener Ed Morse, and clients, to discuss OPEC. Register here for an OPEC chat, PREMIUM EVENT: https://sankeyresearch.com/conference/sankey-strategy-session-kathleen-kelley-interest-form-6/ Have to run after Happy Hour to the annual “Sellside Analyst Appreciation Dinner” with Chevron senior management this evening. They put us in stocks and throw mud pies at us. Only kidding, looking forward to it. ~ Man, normally oil pops on an OPEC extends cuts decision, and then …
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By Paul Sankey
Published on November 21, 2024 at 7:02 AM
Premium Event Today This evening, Happy Hour, top Republican Lobbyist Aaron Cutler, we sent his bio to you yesterday evening. Date/Time – Thursday, November 21st 4PM ET; Guest – Aaron Cutler Registration Link – Click Here ~ We describe this as the worst normalized oil balance we have seen in our careers. Demand fine, monstrous over-supply. In OPEC alone (ie ignoring OPEC+, especially Russia and Kazakhstan) Bloomberg lists 33.5mb/d of crude oil production capacity vs …
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By Paul Sankey
Published on October 16, 2024 at 10:10 AM
Mayfair, London, meeting an oil analyst at a major macro fund this morning, we had a most enjoyable meeting – for me at least – as I pitched the lateral nature of Sankey Research, vs the vertical silo nature of Wall St research. Basically he had worked at refiners, E&Ps, banks, and now commodity traders/macro, and I was arguing that barrel counters in global oil analysis are good at oil markets, but horrible at oil …
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