By Paul Sankey
Published on June 22, 2022 at 6:52 AM
Action items: Every house in Morocco has a flat roof – but there all-but no visible solar. The projects here are mega; centralised. In Mexico you see a lot of panels. Our overall thought/dream has been that almost everything that uses energy should have a booster solar panel on it, attached to a battery. A “US Solar Buyer Consortium” is open-bidding $6bn for 7GW of US-built panels. Stalking horse to justify solar panel imports? Sure, […]
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By Paul Sankey
Published on June 16, 2022 at 6:56 AM
Off to Royal Ascot today, thoughts before we take the train, suited, booted, and in Patricia’s case, hatted. We are with the plebians for a variety of reasons. So, I do not need to dress as a penguin/full morning suit and topper (Royal Enclosure dress requirement; there are tiers of “enclosures” descending from Royal, down to Windsor, based on social class, or in America, you would say money (debt will do)). A suit, plain shirt, […]
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By Paul Sankey
Published on June 8, 2022 at 8:55 AM
Tomorrow Zoom Strategy Session: Rich Voliva, CFO HollyFrontier. Thursday Jun 9, 2022 05:00 PM ET Register in advance for this meeting: https://us02web.zoom.us/meeting/register/tZ0kduyprj4uHNTcVO53YRKHbhYSRWHUiIX1 Tonight, quick meeting with Uzi, and Blake, CEO and IR of Delek. I had texted about the story in Tradewinds that they were getting into Jones Act shipping. Apparently they bought a couple of barges that are “not material, especially not in the context of today’s margins”. Lucked into a quick catch up […]
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