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 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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By Paul Sankey
Published on January 8, 2025 at 6:18 PM
With genuine respect for Jimmy Carter, we nonetheless pressing ahead with our refining conference tomorrow, as we see it as time-sensitive to get in as close to the start of the year as possible. In case you missed it, tomorrow the Federal government and all the major US markets are closed. But the Sankey Research Refining Conference Day II continues unabated. We have oil to boil. Frees up time for you to join! The two …
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