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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By Paul Sankey
Published on September 19, 2024 at 10:24 AM
Today Happy Hour 4pm, delighted to say we have Tara Billingsley, former Special Assistant to President Obama, now partner at Washington Lobbyists Massie Partners. Tara is a bona fide Washington energy expert. We first came to know her early in her career as effective chief of staff to Bob Simon, who was in turn Democratic Staff Director of the U.S. Senate Committee on Energy and Natural Resources under Jeff Bingaman. Tara came to prominence at …
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