By Paul Sankey
Published on August 31, 2025 at 5:26 PM
Greetings: Barcap Energy Conference to start the year! Join the “NYC Energy Mafia” (we are truly very far from a Mafia but it sounds Crooklyn) for Drinks this Tuesday Sept 2nd 5pm Midtown right by the Sheraton. We have gathered a good crowd. RSVP if you want the address. I managed to blast the invite to ALL the Bloomberg Anonymous chat rooms (7 different chat rooms) on Thursday, and not to a single actual Bloomberg …
Read More
By Paul Sankey
Published on August 17, 2025 at 5:38 PM
Greetings, Alaska? No I am off to Colorado, first thing tomorrow, Monday. This year is the 30th anniversary of the Enercom conference in Denver. This is a more small cap conference with the interesting twist of being free to attend for registered investment professionals. And indeed, I am still registered, to Series 24 level, no less. Reminder: Drinks September 2nd in Midtown around Barcap conference 5pm. So for me, a bit of an old school …
Read More
By Paul Sankey
Published on August 10, 2025 at 9:21 PM
Maybe the key question for this week is whether Vladimir Putin walks away with Alaska in exchange for Greenland. I mean, I don’t know. But the deadline is November 10th. In case you missed it, in Aramco results last week, Aramco are quoting Kpler that global oil demand is now (August 2025) 108 mb/d. Repeat, 108mb/d. But obviously, this week in oil will be dominated by President Trump meeting Putin in Alaska. Friday. So we …
Read More
