By Paul Sankey
Published on June 12, 2025 at 3:03 PM
Today, soon! Zoom Happy Hour: Russia expert Ron Smith Thursday, June 12h, 4PM ET. Ron has decades of in-Russia experience in finance and is now founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP). Registration Link – Click Here ~ In a recent note, I mentioned that I doubted Russian production capacity, and whether they really have 1mb/d of spare capacity, held back on OPEC+ cuts. Ron read the note and commented: “One subject to …
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By Paul Sankey
Published on June 10, 2025 at 9:48 AM
Russia, on Happy Hour this Thursday. Ron Smith, Russia expert, 4pm Zoom. We could not publicize this event sooner, as Ron was on Jury Duty call up for yesterday and… trail collapsed. He is good to join. Ronald Smith is currently the founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP), which he established in 2020. He has 25 years’ experience in equity capital markets and the Russian oil and gas sector, including …
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By Paul Sankey
Published on April 27, 2025 at 8:17 PM
Greetings, We can keep it shorter today, as yesterday we sent you a Greg Bordelon thematic special on China energy tariffs, not to mention he beat me this evening and released his Model Portfolio note just now. The China note yesterday I most enjoyed reading & editing, and adding fun asides, from the Delta lounge at LAX on Friday night before I took the red-eye back here to Brooklyn. No wonder I never normally take …
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