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 …
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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 …
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By Paul Sankey
Published on April 3, 2025 at 8:48 AM
Doubly whammy for us; The world’s dominant trading partner declaring a trade war, And the world’s biggest cartel declaring a free market free-for-all on production. Oil is actually holding up okay, I mean only down around -6%, but things are about to get worse. We have just the right guests today for a midday market update. Frank Kelly can explain what on earth is going on in DC, and Kathleen Kelley can explain OPEC dynamics. …
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