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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By Paul Sankey
Published on September 11, 2024 at 6:11 PM
In remembrance of times past, the twine that makes the rope of our collective existence: 8:46am – flight AA11 struck the North Tower 9:03am – flight UA175 struck the South Tower 9:37am – flight AA77 struck the Pentagon 9:59am – the South Tower collapsed 10:03am – flight UA93 crashed in Pennsylvania 10:28am – the North Tower collapsed As a self-described Wall Street analyst, that day and now: Source: Brooklyn Eagle (formerly edited by Walt Whitman) …
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By Paul Sankey
Published on June 30, 2024 at 12:31 PM
Okay well you reached half way through the year as of today, and now the nights are closing in as we head towards winter. Wait, let’s not depress ourselves, this week main event? July 4th. We are truly mid-summer and that is a great place to be. Above banner photo, might be invisible as we reduce image quality for file size, but a view of the Statue of Liberty this morning from Brooklyn Bridge Park. …
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