By Paul Sankey
Published on October 12, 2025 at 6:47 PM
Greetings from Brooklyn Heights, Well, the big story on Friday was the shocking arbitration decision against US start-up-to-giant US LNG exporter Venture Global, right? BP wins a major legal case! Wild. Well it was big news, until that is, we got a Truth Social post from Donald Trump that cratered the NASDAQ by eight handles and sent crypto-currencies to their largest one-day value loss in history of around -$19bn, sending social media into a frenzy. …
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By Paul Sankey
Published on September 24, 2025 at 4:05 PM
Greetings from London, Landed yesterday. Travel in from Brooklyn was fine; Tuesday morning “Chairman’s flight” is a breeze in premium economy and makes a mockery of the $4,000 beds up front in “Mint” class on JetBlue. Happy New Year: Rosh Hashanah might have made Tuesday double quiet. The row in front of us was empty if, during the day, we needed a bed. You take the 9am flight from JFK and are in Central London …
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By Paul Sankey
Published on September 7, 2025 at 1:32 PM
Wet day, More bearish natgas weather. First week back in the book, post-Labor Day. The maelstrom of September/October markets upon us. There is a lot of thematic news, if that makes sense. Or we try to arrange the news, of which there is an abundance, into thematics. It’s like the Wacky Races. Source: Hanna-Barbera Idiosyncratic winners from Trump II, such as US small cap refining, Oxy & carbon capture, US rare earth players; AI players …
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