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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By Paul Sankey
Published on July 27, 2025 at 8:35 PM
Let me put my arm round your shoulder and talk to you about oil markets. Because we hit a notable moment in US oil history this year: In 2025, the US became a net oil exporter to Nigeria We have a couple of nice charts on the incredible shift in US oil trade dynamics since the 1970s. Petrodollar? It appears smaller on this screen. We also check in on Iraq, which is extremely important at …
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By Paul Sankey
Published on July 20, 2025 at 5:49 PM
I sent you a slab of text yesterday, a Thematic, our favourite work, on US power markets, and specifically the upcoming PJM auction results. I have re-attached the note to this email so you can plunge into it, if you have not already. It’s linked at the end of this note and is entitled “Understanding PJM: The Auction” which results are due this week, Tuesday 22nd July. ~ Top of mind, very disappointing share price …
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