By Paul Sankey
Published on January 12, 2025 at 5:45 PM
One mega-policy that is emerging for Trump II is an old classic: The Monroe Doctrine. In this note we run through an argument that says, “truly anything can happen with Trump and foreign policy.” Pinball market. The key uncertainty is China, where economic weakness in China suggests Trump holds the power Shipping stocks ripping imply Russia-Ukraine will be a protracted negotiation; we see Biden tightening shadow fleet sanctions as strengthening Trump’s and Saudi’s hands; and …
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By Paul Sankey
Published on October 6, 2024 at 2:36 PM
Good day, We dropped a weekly video “Global Oil Risk” from London Friday and shortly thereafter did a podcast for “Mr 30m Downloads” Jack Farley, returning a favour for him being a guest on Happy Hour this week, especially as we buried him with a Rosh Hashanah-diminished crowd (ie Thursday’s Happy Hour very quiet, mid-Rosh). Happy New Year to those that celebrate. L’shana tovah u’metukah! ~ Those appearances have thrown me right into the maelstrom …
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By Paul Sankey
Published on September 15, 2024 at 3:10 PM
Just checking in, To see what condition my condition is in. Beautiful day again in Brooklyn Heights. Plenty of tourists. Dogs get walked. Kids get strolled. Above right in the photo, two super-yachts are parked in Brooklyn Bridge Park marina (left). This note starts with me chatting, and the second half is Greg’s latest view on natural gas, published in the light of our view that consensus is bullish US natgas. We are bearish. Reminder: …
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