Sunday Thematic: Virginia & the Data Center (Natural Gas) Power Hogs

By Paul Sankey Published on January 28, 2024 at 4:54 PM

Good day to you, We have a brief outlook for the week ahead, which is massive for earnings. Big Oils, and companies like Amazon and Apple. Speaking of Amazon and Apple, these past couple of days I got completely side-tracked by the Virginia power market. Why? Because that market arguably represents the cutting edge of global economic development, being by far the biggest data center market in the world, and one that will be an…

Read More

Morning Strudel

By Paul Sankey Published on October 6, 2022 at 7:47 AM

Russia Deputy Prime Minister OPEC exit interview – not exuding joy Oil market chat Vienna ~ If you want to know where you are in the mega-theme of “The End of the Oil Age”, well, years ago I postulated that, at the end of the oil age, OPEC will get into a market share war, a desperate bid to produce oil as fast as possible, as the world shifts to alternate fuels, and oil in […]

Read More

Morning between a Hard Rock and a palace

By Paul Sankey Published on September 9, 2022 at 8:12 AM

Rest in Peace, Queen Elizabeth II. Long live the King! The rainbows were just amazing. One US media outlet described the Queen as the last human link to Great Britain, the Britain of Empire, such as it was when she became Queen in the 1950s. This resonated with me, the Queen with Churchill in photos, for example. Her passing bought back memories of my father, another link to Empire, who left this mortal coil last […]

Read More