By Paul Sankey
Published on June 29, 2025 at 4:53 PM
Today we do some work. I can see you sitting back on your yacht in Venice, cursing in Italian that Jeff Bezos has ruined your weekend. You call to the captain. Use your hands to be understood: “Questo fottuto Jeff Bezos e il suo stupido matrimonio. Ha 200 invitati e invita Sydney Sweeney? Non è fisicamente possibile che l’abbia incontrata più di due anni fa. Leviamo l’ancora, corriamo a Portofino. Non parlarmi nemmeno della sua …
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By Paul Sankey
Published on January 19, 2025 at 6:51 PM
Welcome to a historic week ahead, Day 1 Trump II… INCOMING SLB opens year-end 2024 oil earnings season with a winner – since the start of 2025 we like the oils. Call us twitchy bulls. The word China scares us, but we are looking for China demand upside starting with winter and scrambling for non-sanctioned oil. Our feeble bull case: Asian LNG is now more expensive than diesel in China, which should reverse marginal demand …
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