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 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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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 …
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