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
By Paul Sankey
Published on March 20, 2025 at 8:23 AM
TODAY will be Diamondback CEO-designate Kaes Van’t Hof on Happy Hour, 4pm ET. Premium event. Register here. This might be the best-timed C-chat we have ever had. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-cfo-president-kaes-vant-hof-interest-form/ Great timing? According to very limited reports Diamondback is fresh from meeting Mssrs Trump, Wright, and Burgum at the White House, don’t have the exact corporate execs in attendance, but there is an unofficial list of the companies. Nobody energy company seems to want to say much, …
Read More
