Zoom Recording: Excellent Global Natgas session with Ira Joseph, Jay Saunders, and Gordon Shearer

By Paul Sankey Published on September 12, 2025 at 4:33 PM

Dear Premium client: Global gas royalty right here! This is a good tight hour on the latest view that boils off to chronic upcoming LNG over-supply. Great stuff from speaker Ira Joseph, with questions and comments from Jay Saunders (Jennison natural resources PM) and Gordon Shearer (Poten Partners global LNG consultant). I wholeheartedly recommend this hour long run through global gas, with sophisticated questions and comments. And mercifully few interuptions from moi. Thanks to all. …

Sunday You Can’t Kill it if it is Dead

By Paul Sankey Published on August 31, 2025 at 5:26 PM

Greetings: Barcap Energy Conference to start the year! Join the “NYC Energy Mafia” (we are truly very far from a Mafia but it sounds Crooklyn) for Drinks this Tuesday Sept 2nd 5pm Midtown right by the Sheraton. We have gathered a good crowd. RSVP if you want the address. I managed to blast the invite to ALL the Bloomberg Anonymous chat rooms (7 different chat rooms) on Thursday, and not to a single actual Bloomberg …

Afternoon PJM: Mr Jones, Napoleon, and Snowball

By Paul Sankey Published on July 23, 2025 at 3:11 PM

What with busy results season in mid-summer, ie now, we are suspending Happy Hour for the next two weeks. It is just a little tough on the speaker to compete with results and summer, not fair to offer a graveyard slot. We also encourage you to get out and get tan once you get through results, not hunch over another Zoom call. So, summer recess on Happy Hour. For non-US readers, just to mention that …