By Paul Sankey
Published on July 29, 2025 at 5:19 PM
Hot times, summer in New York City today, hitting 96°F (36°C), at least failing to break 100°F (38°C). We got the air con blasting, and all the oil news today is cryogenic. In this note we talk about Enterprise Product Partners (results yesterday, OPEC chat) and first, Baker Hughes, from the top rope, with an all-cash deal for Chart Industries (ticker $GTLS, assume the ticker is gas-to-liquids reference), just when we thought the BKR story …
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By Paul Sankey
Published on June 5, 2025 at 9:30 AM
Happy Hour today Mark Rossano, just the man to talk actual data, whether China, US, Europe, oil, natgas, or commodities. Great guest, encyclopedic. He fits perfectly with today’s note. Register here: 4pm today, by Zoom. https://sankeyresearch.com/conference/sankey-strategy-session-mark-rossano-interest-form-2/ Arcane data? Committed readers will be familiar with the whole US ethane-to-China trade which we covered, concluding it had to be exempted, and it was. That was shortly after we pointed out US energy dependence on Canada, notably for …
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By Paul Sankey
Published on May 18, 2025 at 2:30 PM
This Sunday note is primarily further to Woodside. We had dinner with Graham Tiver, Woodside CFO, last Tuesday evening. ~ Right now we are focusing on thematic research, because there ain’t no point in chasing this market day-to-day. With that said, to now comment very briefly on markets, we had Torsten Slok on Happy Hour Thursday, so we are covered on macro. We emailed you his slides. Every indicator with the possible exception of US …
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