Sunday Coming in Hot… and Wet, and Cold

By Paul Sankey Published on March 24, 2024 at 7:13 PM

Delayed last night in Boston by severe storms and a ground stop at La Guardia, eventually we were the last flight to leave Logan Terminal A, and barreled into New York like a bucking bronco, especially for those of us at the back of the shuttle. We landed screaming hot, through the driving rain to what felt like a skidding stop. Welcome back to New York. Freezing! Three weeks on the road, with a final …

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Sunday Paty, Paty, and St Patrick

By Paul Sankey Published on March 17, 2024 at 4:32 PM

Greetings, Happy St Patrick‚Äôs Day to all, not least my wife Patricia and her mom, Patricia, both “Paty”. A thought today for my Irish grandmother, Ivy. From Cork. This past week: ExxonMobil slipped out the old Friday-night-after-the-close press release on yet more Guyana exploration success Profrac announced a market share war in US pressure pumping that we thought so significant, we started a major oil price & market thematic. Stay tuned on ACDC (the ticker …

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