By Paul Sankey
Published on April 20, 2025 at 5:25 PM
Happy Easter! Source: X.com – Tejano is kind of a buddy, real oil guy, runs wireline in the Permian ~ I am heading to Calgary tomorrow. With all the action in the Middle East, Europe, it might feel that I am heading in the wrong direction, but who knew that Canada would be the first and biggest loser from Trump II? We shall see, the mood apparently is Canadian fury at Trump II. Star meeting …
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By Paul Sankey
Published on April 3, 2025 at 8:48 AM
Doubly whammy for us; The world’s dominant trading partner declaring a trade war, And the world’s biggest cartel declaring a free market free-for-all on production. Oil is actually holding up okay, I mean only down around -6%, but things are about to get worse. We have just the right guests today for a midday market update. Frank Kelly can explain what on earth is going on in DC, and Kathleen Kelley can explain OPEC dynamics. …
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By Paul Sankey
Published on March 11, 2025 at 7:19 AM
This week on Happy Hour we have an outstanding guest, a CIO, PM, and natural resources expert that I really enjoy chatting to. He has a really sophisticated view of markets, across the board. Note, for example our very brief positive view this past week on non-Canadian uranium play Kazatomprom, our notes on Gold and Copper, and of course Robert does coal, oil, gas and refining. This is our man! Date/Time – Thursday, March 6th, …
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