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Quote of the day: “I need the cash in charge if I want to finance the diversification,” CEO Patrick Pouyanne said at International Energy Week in London in February. “I need to maintain this dance. I need to continue to develop oil and gas.”
Energy Transition
Paul Sankey

Morning: Tide’s Half Way Out, Who’s Wearing Trunks?

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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Paul Sankey April 16, 2025 10:04 AM No Comments

Sunday Auto Armageddon & Peace with Iran

One of the recent Happy Hour lines that struck me, came from a Republican lobbyist who was a guest in the interim between Trump winning, and Trump being inaugurated. He repeated “tariffs” strongly, then followed up by saying that “During Trump 1, our firm had a track record of 85% success in getting an exemption on tariffs for our clients.” Hmmm. Sure enough, this weekend we have the “Tim Apple Tariff Exemption” whereby suddenly per

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Paul Sankey April 13, 2025 4:14 PM No Comments
Energy Transition
Paul Sankey

The Most Vicious Thugs on Wall St Won, with a Dove

Today 4pm Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Premium event. Date/Time – Thursday, April 10th, 4PM ET Sankey Strategy Session | Steve Levine – EV and battery expert – Interest Form | Sankey Research ~ Mid penguin tariff “Liberation Day” crisis, last Sunday we highlighted that Treasury Secretary Scott Bessent was the one obvious Dove/Owl in Peacock/Eagle Donald Trump’s cabinet, who could force

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Paul Sankey April 10, 2025 9:12 AM No Comments

J-E-T-S Jets! Season Ahead Looking Tough

Tomorrow Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Date/Time – Thursday, April 10th, 4PM ET Steve LeVine is an American journalist. He writes The Electric, a new publication on batteries, electric vehicles, and their impact on society, cities and geopolitics. He is a senior fellow on the Foresight, Strategy and Risk Initiative at the Atlantic Council and an adjunct professor at Georgetown University’s School

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Paul Sankey April 9, 2025 9:42 AM No Comments
Energy Transition
Paul Sankey

Sunday B-b-b-baby, You Ain’t Seen Nothing Yet

Assuming you have not just returned from a vacation to Mars, there is no need to describe what happened last week. Remember our old line that “OPEC cuts are bearish US natgas prices?” Well, we come back to that later. OPEC increases this past week… bullish natgas. As we noted in the weekly video we sent Thursday/Friday, we like natgas, gold, (and tobacco). We don’t like refining, oil service, and E&P. Watch this week for

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Paul Sankey April 6, 2025 6:55 PM No Comments
Energy Transition
Paul Sankey

Double why me? US Trade War meets OPEC Market Share War

Doubly whammy for us; The world’s dominant trading partner declaring a trade war, And the world’s biggest cartel declaring a free market free-for-all on production. Oil is actually holding up okay, I mean only down around -6%, but things are about to get worse. We have just the right guests today for a midday market update. Frank Kelly can explain what on earth is going on in DC, and Kathleen Kelley can explain OPEC dynamics.

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Paul Sankey April 3, 2025 8:48 AM No Comments