By Paul Sankey
Published on May 28, 2025 at 9:15 AM
Tomorrow Happy Hour, as we inexorably plough through OPEC+ meetings after meetings without meeting, we have oil analyst Hall of Famer Ed Morse to talk about the world. Providing next generation Hall of Fame, analyst Jan Stuart will join. Full bios with next invite, suffice it to say that Ed is Senior Advisor and Commodities Analyst at Hartree Partners, a large, global, privately held commodities firm headquartered in NYC. Jan is global energy strategist at …
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By Paul Sankey
Published on April 16, 2025 at 10:04 AM
Happy Hour 4pm tomorrow we got us an engineer! Macro guru Michael Kao is well-known for Kaoboy Musings – on Substack and Kaos Theory. His twitter handle is UrbanKaoboy. In a crisis, we all become credit analysts. Michael is a stone-cold macro expert. Register Here: https://sankeyresearch.com/conference/sankey-strategy-session-michael-kao-urbankaoboy-interest-form/ Source: Toptradersunplugged.com ~ Here are a couple of charts I have been looking at, rather back of a beermat, pondering that the tide is half way out. The tide …
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By Paul Sankey
Published on March 26, 2025 at 8:57 PM
Before he hit the podium at the Shell 2025 analyst meeting yesterday, I had a nice and very humorous chat with CEO Wael Sawan about being part of a group of stealth-Canadians – with Murray Auchincloss the CEO of BP and Greg Ebel the CEO of Enbridge – who had hockey jerseys under their suits in the Trump Oil Executive White House summit last week. Evidently they were all at one end of the table …
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