By Paul Sankey
Published on June 6, 2024 at 9:23 AM
Tonight on Happy Hour – 4pm ET – Johannes (Jan) Stuart serves as global energy strategist at Piper Sandler. A self-described oil-geek, Stuart and his team take a micro-fundamentals approach to energy analysis and forecasting – which frequently lands them away from consensus. Previously, Stuart spent 11 years in sell-side research, building leading energy-macro franchises at Credit Suisse, Macquarie and UBS. He was a journalist for much of the nineties and started his career at …
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By Paul Sankey
Published on June 5, 2024 at 10:25 AM
Very hopeful next week on Happy Hour to have Rob West, who has been absolutely crushing the energy-to-AI theme at his independent research firm Thunder Said Energy. Subject to final confirmation. This week – tomorrow, Thursday June 7th, Jan Stuart is Happy Hour guest, oil market guru. As we digest OPEC+ latest meeting and the lurch lower in oil prices, subsequent to the meeting outlining the plan for returning OPEC+ cuts to the market over …
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By Paul Sankey
Published on June 4, 2024 at 9:56 AM
OPEC sets down a can, takes four steps back, runs up, and hoofs it towards 2025. We are looking for a huge summer for oil demand, given in May we had a major Asian heatwave, as part of a pattern whereby, if you think it is hot in Midland, Texas, spare a thought for Dhaka, Bangladesh. But our year-end 2023 video “When does Saudi have to flush the oil market?” garnered the most views of …
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