By Paul Sankey
Published on May 4, 2025 at 5:01 PM
May The 4th Be With You, Boom boom! To end this note I explain why the onset of May changes my behaviour – as a rule of thumb – regarding oysters, cinemas, and Broadway shows, until once again there is an “R” in the month – SeptembeR. May to August, driving season, is my favourite season. We just flipped the winter to summer switch in NYC. Last week went from freezing to boiling, right on …
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By Paul Sankey
Published on April 30, 2025 at 9:24 AM
Happy Hour this week, the authors of this note, Greg Bordelon & Paul Sankey, will discuss ethane, RINs, the model portfolio and last week in Calgary and California, in an open mic session. Date/Time – Thursday, May 1st ,4PM ET Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here ~ What happens to local markets if you embargo imports? Keeping up our mini-theme of exploring the more arcane aspects of US oil, having covered a “Love Letter …
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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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