By Paul Sankey
Published on August 17, 2025 at 5:38 PM
Greetings, Alaska? No I am off to Colorado, first thing tomorrow, Monday. This year is the 30th anniversary of the Enercom conference in Denver. This is a more small cap conference with the interesting twist of being free to attend for registered investment professionals. And indeed, I am still registered, to Series 24 level, no less. Reminder: Drinks September 2nd in Midtown around Barcap conference 5pm. So for me, a bit of an old school …
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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 …
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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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