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A Thesis for Oil Market Price Dynamics: CUSP, the Call on Unconventional US Oil Supply, and the “Devon Put”

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Quote of the day: The only way to deal with an unfree world is to become so absolutely free that your very existence is an act of rebellion. Albert Camus

Latest Headline Links Macro

IEA sees biggest China oil demand drop in 30 years
Europe’s lifeline Rhine is on verge of closing
OPEC’s meager supply hike shows limited power

Latest Headline Links Companies

Shell CEO to leave, replaced by gas chief Sawan
Tullow Oil to acquire Capricorn (Cairn) in stock deal
Oxy posts record profit, free cashflow

Sunday Mike Drop

Huge week ahead for Sankey Research. Not much in the way of earnings, and the economic calendar is light, featuring GDP numbers released on Wednesday 30th, bits and bobs. This market is all about the Fed, and they seem determined to stomp on the market if it gets too lively, yet it feels like it wants to get lively into Christmas. Then the dark days of Q1 will be dark days for the market, in

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Paul Sankey November 27, 2022 6:24 PM No Comments

Sunday Garden

The mood on Wall Street is suddenly, that the market will have a traditional post-Midterm bull run into Christmas. Buy them all. There might be some threat from the major turn in the Chinese market, sucking money back into China, and of course the FTX Crypto collapse is widely reported to involve a $30bn personal net worth loss for the now-notorious Sam Bankman Fried, and an $8bn black hole. Will that negatively affect markets? Well

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Paul Sankey November 13, 2022 11:07 AM No Comments

Sunday Breakfasts

Well hello, We sent a note last evening on Coterra and Pioneer reserves/inventory reporting which email already has 1,060 opens in less than 24 hours. That is, in line with our best-read note of the past two months being “Ethane Rejection”. This is a very limited email blast list (paying subscribers only), so the readership is impressive. Please email if you wish to re-receive either. With that said, you are here for your Sunday Sankey

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Paul Sankey November 6, 2022 8:14 PM No Comments
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