By Paul Sankey
Published on August 24, 2025 at 5:41 PM
Back from my week in Colorado and California. I missed a wet week in Brooklyn as Hurricane Erin passed. Today the weather is perfect, though bearish natgas. Temperatures have been cold and are now ideal. No air con, but a the beautiful summer breeze, we are at 78F, 25C. Top tip: in temperature conversion, 28°C ⇄ 82°F, 16°C ⇄ 61°F, 4°C ⇄ 40°F.~ Natgas bulls look away now: Source: NOAA ~ When in Rome, we …
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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 7, 2025 at 12:30 PM
There is an absolute fury of oil & gas news today. In this short note, two simple charts will hopefully broaden your perspective on India vs global oil markets. Great time to discuss oil markets on Happy Hour TODAY with Rory Johnson, Commodity Context, barrel counter par excellence 4pm TODAY ZOOM PLEASE JOIN: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ Furious flurry of oil headlines this morning; on earnings, macro, you name it. Fed Chair. Everything. Noted management change at …
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