By Paul Sankey
Published on April 10, 2025 at 9:12 AM
Today 4pm Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Premium event. Date/Time – Thursday, April 10th, 4PM ET Sankey Strategy Session | Steve Levine – EV and battery expert – Interest Form | Sankey Research ~ Mid penguin tariff “Liberation Day” crisis, last Sunday we highlighted that Treasury Secretary Scott Bessent was the one obvious Dove/Owl in Peacock/Eagle Donald Trump’s cabinet, who could force …
Read More
By Paul Sankey
Published on April 3, 2025 at 8:48 AM
Doubly whammy for us; The world’s dominant trading partner declaring a trade war, And the world’s biggest cartel declaring a free market free-for-all on production. Oil is actually holding up okay, I mean only down around -6%, but things are about to get worse. We have just the right guests today for a midday market update. Frank Kelly can explain what on earth is going on in DC, and Kathleen Kelley can explain OPEC dynamics. …
Read More
By Paul Sankey
Published on March 23, 2025 at 12:44 PM
Concepts in United States Isolationism Feeling very British, I apologise in advance for this longer more personal note that is less about oil, gas & energy than we typically endeavor, although as the US Energy Secretary would tell you, ultimately everything is relevant to energy, and vice versa. As comedian John Cleese said, a “Public School” Englishman, such as me, at dinner asks for the salt as follows: <Awkwardly raises finger, vaguely waves it> “Um… …
Read More
