By Paul Sankey
Published on July 29, 2025 at 5:19 PM
Hot times, summer in New York City today, hitting 96°F (36°C), at least failing to break 100°F (38°C). We got the air con blasting, and all the oil news today is cryogenic. In this note we talk about Enterprise Product Partners (results yesterday, OPEC chat) and first, Baker Hughes, from the top rope, with an all-cash deal for Chart Industries (ticker $GTLS, assume the ticker is gas-to-liquids reference), just when we thought the BKR story …
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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 May 4, 2025 at 5:01 PM
May The 4th Be With You, Boom boom! To end this note I explain why the onset of May changes my behaviour – as a rule of thumb – regarding oysters, cinemas, and Broadway shows, until once again there is an “R” in the month – SeptembeR. May to August, driving season, is my favourite season. We just flipped the winter to summer switch in NYC. Last week went from freezing to boiling, right on …
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