By Paul Sankey
Published on September 19, 2024 at 10:24 AM
Today Happy Hour 4pm, delighted to say we have Tara Billingsley, former Special Assistant to President Obama, now partner at Washington Lobbyists Massie Partners. Tara is a bona fide Washington energy expert. We first came to know her early in her career as effective chief of staff to Bob Simon, who was in turn Democratic Staff Director of the U.S. Senate Committee on Energy and Natural Resources under Jeff Bingaman. Tara came to prominence at …
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By Paul Sankey
Published on September 15, 2024 at 3:10 PM
Just checking in, To see what condition my condition is in. Beautiful day again in Brooklyn Heights. Plenty of tourists. Dogs get walked. Kids get strolled. Above right in the photo, two super-yachts are parked in Brooklyn Bridge Park marina (left). This note starts with me chatting, and the second half is Greg’s latest view on natural gas, published in the light of our view that consensus is bullish US natgas. We are bearish. Reminder: …
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By Paul Sankey
Published on September 12, 2024 at 10:39 AM
Tonight Happy Hour/Strategy Session, two of the most tenured and highly regarded Long Only Natural Resource investors in the world. We are very grateful to these great guys for doing a call at a time when we are hardly “victory lapping”. Oils and Oils Alpha Performance Source: Bloomberg, Sankey Research Actually, we equity peeps are out-performing the oil (and gas) commodity. By some way. That frankly worries me, but I get it. Source: Bloomberg, Sankey …
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