By Paul Sankey
Published on July 5, 2026 at 3:19 PM
Brief today, no homework, between hosting a July 4th Barbeque last night, watching the fireworks from the Promenade – they really lit it up big time, incredible – and the tall ships. I wondered if we would get drones, but they went with the big artillery. At one point the Brooklyn Bridge was a cascading flow of white fire into the water below. The bonus of the tall ship show yesterday morning offset the catastrophe. …
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By Paul Sankey
Published on June 11, 2026 at 1:01 PM
Happy Hour today with Neil McMahon is POSTPONED until 24 June, so, just a couple of weeks. And he will have been in the Middle East in the interim, so that works. Kimmeridge (for he is founding partner) has declared Final Investment Decision (FID) on Commonwealth — a 9.5 Mtpa (~1.25 bcf/d), $13bn Louisiana LNG export project with 2030 start-up — in partnership with Abu Dhabi’s Mubadala Energy and CPP Investments (24.1% and 31% of …
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By Paul Sankey
Published on June 3, 2026 at 6:42 PM
Yet again, we find the Hormuz situation has actually deteriorated. CNBC today interviewed Israeli PM Netanyahu. He remains hard line, talking Iranian regime collapse. Bond vigilantes are marauding today, 30 year going through 5% again. Equity market doesn’t like it. And when they write the history of the AI bubble 2022-2027, the issuance by Google of $80bn of stock in early June 2026 will be one red line that was crossed. We have said Argentina …
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