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 …
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
By Paul Sankey
Published on July 13, 2025 at 6:44 PM
Ola, You might remember my line over the past few years, my line that the biggest danger I face when I travel to Europe, with its land wars, economic and migrant crises etc, is getting hit by a flying champagne cork. Sure enough today’s incredible tennis final at Wimbledon was interrupted by a flying champagne cork landing on court. Congratulations to both players, incredible. A certain Permian Oil CEO and I shared messages of incredulity …
Read More
