By Paul Sankey
Published on November 30, 2025 at 7:41 PM
Okay, Well that was a good Thanksgiving break. I hope yours was too. This week December 4th: James Walter – Co-CEO of Permian Resources Thursday at 4PM ET, another great guest. Viviano last week was terrific. Registration – Click Here ~ Nothing like a few days off to wander back in to major uncertainties in oil markets; albeit the uncertainties are broadly the same as they were a week ago: Venezuela – airspace closed per President Trump tweet. Some …
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By Paul Sankey
Published on August 24, 2025 at 5:41 PM
Back from my week in Colorado and California. I missed a wet week in Brooklyn as Hurricane Erin passed. Today the weather is perfect, though bearish natgas. Temperatures have been cold and are now ideal. No air con, but a the beautiful summer breeze, we are at 78F, 25C. Top tip: in temperature conversion, 28°C ⇄ 82°F, 16°C ⇄ 61°F, 4°C ⇄ 40°F.~ Natgas bulls look away now: Source: NOAA ~ When in Rome, we …
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By Paul Sankey
Published on August 7, 2025 at 12:30 PM
There is an absolute fury of oil & gas news today. In this short note, two simple charts will hopefully broaden your perspective on India vs global oil markets. Great time to discuss oil markets on Happy Hour TODAY with Rory Johnson, Commodity Context, barrel counter par excellence 4pm TODAY ZOOM PLEASE JOIN: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ Furious flurry of oil headlines this morning; on earnings, macro, you name it. Fed Chair. Everything. Noted management change at …
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