Sunday LNG

By Paul Sankey Published on February 14, 2021 at 11:54 AM

Hi, We had legendary global gas expert Gordon Shearer on our Happy Hour – every Thursday at 5pm – this week. Writing up the notes for Friday sent me down a couple of rabbit holes, and so I put together a note with graphics on LNG, which is attached. Selected nuggets, there are more within: Natural gas as the key energy transition fuel is logical and imperative. Those that bucket natural gas, oil and coal […]

Morning Ideanomics

By Paul Sankey Published on January 12, 2021 at 8:37 AM

Client feedback to Sunday Sankey: 1) Did you see exactly what the stratospheric warming event was? It’s a fast 100 degree warming…. All the way up there. 100 DEGREES… it’s bananas. Happens once every couple years. 2) Check out this chart…. Nothing to see here.. just super high intraday correlation of TSLA and Bitcoin! It’s insane. TSLA should be $780 based on this… and XBT… well… See below for the chart. Inflation? A current boiling […]