Sunday Trump Hare and Tortoise MISO

By Paul Sankey Published on January 19, 2025 at 6:51 PM

Welcome to a historic week ahead, Day 1 Trump II… INCOMING SLB opens year-end 2024 oil earnings season with a winner – since the start of 2025 we like the oils. Call us twitchy bulls. The word China scares us, but we are looking for China demand upside starting with winter and scrambling for non-sanctioned oil. Our feeble bull case: Asian LNG is now more expensive than diesel in China, which should reverse marginal demand …

Sunday First Sons and Solar

By Paul Sankey Published on June 16, 2024 at 12:15 PM

Greetings, We sent you long-ish notes on Gas station stock CASY, and on Donald Trump vs Iran over the past couple of days, so this is brief. Rather bereft about oil markets, we take a look at summer power. A summary of this note by AI in 30 words: AI’s energy consumption contrasts sharply with its practical benefits, while NVDA stock keeps rising. Meanwhile, the electricity outlook shows potential summer power shortages. First Solar remains …