By Paul Sankey
Published on July 3, 2022 at 1:30 PM
Back in Brooklyn, Happy July 4th weekend, insert my annual joke about my not recognising US independence, or Make America Great Britain Again. Harry and Meghan’s second kid is eligible to be a female US President, being born in California. Based on the recent candidates, not just the winning ones but the primaries, just about anybody will do better than the current political class. Enough, let’s take a quick look at the first half. As […]
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By Paul Sankey
Published on June 17, 2022 at 7:18 AM
Sankey Research never sleeps – dreaming of oil – but we got back from Royal Ascot last night at 1am – travelling by train and tube, all jolly good natured – and were locked out of my mother’s apartment. An argument over blame ensued. Either way, I stumbled into breakfast at 7:30am London time this morning with Pierre Breber, CFO of Chevron, in a beautiful room at the Langham Hotel, opposite the old BBC HQ […]
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By Paul Sankey
Published on June 15, 2022 at 7:01 AM
Our main concern about the Freeport LNG export outage is that it inspires some “consumer hero” politician in Washington to justify an export ban on oil & gas. The price impact of a cut to gas exports was dramatic yesterday, -15% on spot Henry Hub; Freeport said it would be out for 90 days, end 2022 full resumption. It is imperative that Washington understands the importance of free trade and the role in US oil […]
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