By Paul Sankey
Published on June 23, 2024 at 1:24 PM
Hello there, My son just graduated college and is applying for jobs. For a premium company application he faced the following question: Q: “How do you decide how much time to allocate to a task?” I found myself pondering this when I decided this week to look at water. ~ Non-answer on time. I took a look at water and am banging it out today, rather than spending another seven years on this massive subject, …
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By Paul Sankey
Published on June 19, 2024 at 4:56 PM
Happy Hour tomorrow Frank Kelly, our politics correspondent, leaning on 40 years of experience in DC. Frank knows everyone, I asked him on after our Trump note last weekend, wondering what the theories are on this upcoming election. We think it could be huge for oil. Tomorrow 4pm ET – note we are moving Happy Hours towards lunchtime for summer, but this one sticks at 4pm. Register for Frank here: Sankey Strategy Session | Frank …
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By Paul Sankey
Published on June 16, 2024 at 12:15 PM
Greetings, We sent you long-ish notes on Gas station stock CASY, and on Donald Trump vs Iran over the past couple of days, so this is brief. Rather bereft about oil markets, we take a look at summer power. A summary of this note by AI in 30 words: AI’s energy consumption contrasts sharply with its practical benefits, while NVDA stock keeps rising. Meanwhile, the electricity outlook shows potential summer power shortages. First Solar remains …
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