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: …
Read More
By Paul Sankey
Published on September 1, 2024 at 4:08 PM
We sent you a rather different Thematic yesterday, covering $NESR, the delisted Middle East oil field service player, and the implications of their commentary on record levels of Middle East oil & gas development activity. So just a quick dash through a couple of charts today. Yesterday’s note is especially pertinent to the opening Keynote Speaker at Tuesday’s Barcap conference commencement – SLB, the artist formerly known as Schlumberger. So, plenty of corporate action this …
Read More
By Paul Sankey
Published on August 25, 2024 at 3:00 PM
Hello, The last week of Summer 2024 is upon us. Welcome to the first week of 2024/5! Source: Bloomberg, Sankey Research Good luck to you & yours, may it be a great year. ~ Briefly noted: still no Prime Minister appointed in France, which is causing a continuing political crisis there. And next thing you know the founder of Telegram is arrested this weekend at Le Bourget, Paris’s private airport. Telegram, and that story, are …
Read More
