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 …
Read More
By Paul Sankey
Published on May 1, 2025 at 3:25 PM
Date/Time – TODAY Thursday, May 1st 4PM ET – ONE HOUR’S TIME Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here Conversation Paul Sankey vs Greg Bordelon, Chatham House open mic Sankey Research Executive Partner Greg Bordelon is a former Surveyor/Citadel long/short energy portfolio manager, and former ExxonMobil engineer. He graduated in the first graduating class of the American High School, Qatar. He runs the Sankey Research model portfolio and writes thematic research. Subjects for discussion, open …
Read More
By Paul Sankey
Published on April 6, 2025 at 6:55 PM
Assuming you have not just returned from a vacation to Mars, there is no need to describe what happened last week. Remember our old line that “OPEC cuts are bearish US natgas prices?” Well, we come back to that later. OPEC increases this past week… bullish natgas. As we noted in the weekly video we sent Thursday/Friday, we like natgas, gold, (and tobacco). We don’t like refining, oil service, and E&P. Watch this week for …
Read More
