By Paul Sankey
Published on May 13, 2025 at 11:10 AM
With President Donald Trump arriving in Saudi, it is a good time to comment on Aramco’s Q1 2025 results released yesterday. Source: NYT Politico, the Washington DC political news website, called me a few days ago to ask me “how come oil is not on the official agenda of Trump talks in Saudi?” The resulting article quoted me in support of the US oil & gas industry vs the potential damage of Trump’s low oil …
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By Paul Sankey
Published on May 1, 2025 at 3:25 PM
Date/Time – TODAY Thursday, May 1st 4PM ET – ONE HOUR’S TIME Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here Conversation Paul Sankey vs Greg Bordelon, Chatham House open mic Sankey Research Executive Partner Greg Bordelon is a former Surveyor/Citadel long/short energy portfolio manager, and former ExxonMobil engineer. He graduated in the first graduating class of the American High School, Qatar. He runs the Sankey Research model portfolio and writes thematic research. Subjects for discussion, open …
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By Paul Sankey
Published on March 3, 2025 at 9:01 PM
Obvious first take is that the order came down from on high: Trump says “increase oil production” and MBS (Saudi Arabia) and Putin (Russia), the baseload of OPEC+, decide to increase production. Simple. Thus it was announced in an an official OPEC+ Press Release this afternoon that tape-bombed the oil market (wider market already plummeting), “OPEC to increase production into an over-supplied market”, with the mood on Wall Street in full “sell them all” mode. …
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