By Paul Sankey
Published on September 27, 2024 at 10:36 AM
Boy, was I happy after our Happy Hour last evening in terms of content. We had Rob Raymond lined up to talk about private equity in energy with a focus on data centers, when the first dial-in appeared and was a major long only natural resources portfolio manager – one of the biggest in the world – dialed in from an Uber in Houston on his way back from a field field trip to Guyana. …
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By Paul Sankey
Published on September 26, 2024 at 9:10 AM
Today, brief comments on the FT report that OPEC is looking to increase production in December. My major thought is that the FT reporter is relatively new to OPEC, and I do not know him personally (Tom Nelson). There is a clunky first line reference to “unofficial $100/bbl price target” which rattles us, as we explain in this note. However we speculate that Saudi’s sour relationship with several press outlets – notably Reuters, Bloomberg, and …
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By Paul Sankey
Published on September 22, 2024 at 3:07 PM
Good day! Today we go thematic, on the energy landscape in Washington DC, as the week ahead is relatively quiet for cyclical events. Bits and bobs on companies reporting, and economic news, but nothing big, in our view. Except watch out this week on Manhattan travel, for the annual end-September UN General Assembly and gridlock in Midtown. CNN: Slovenia’s UN envoy Samuel Žbogar, who is also the current president of the UN Security Council, described …
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