By Paul Sankey
Published on September 13, 2026 at 6:21 PM
Greetings, Well we have quite the week-end headline from Saudi Arabia, with the officially-announced shut down of the East-West 4mb/d pipeline. Source: Reuters Meanwhile, indirectly adding to the pressure on Saudi Arabia, Iran meets UAE publicly. Keep in mind that my view had been the IRGC would never attack Dubai, because that is where their Ferraris are. The fact of direct attacks on Dubai by Iran was a massive red flag for the scale of …
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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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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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