By Paul Sankey
Published on October 8, 2021 at 9:08 AM
The class system in the USA is: never been to Disney; been to Disney once; goes to Disney annually. Why did Chewbacca crash the Millennium Falcon when he first piloted it? He made a Wookiee mistake. Besides watermelon, there should be windmelon, firemelon, and earthmelon: the four elemelons We had Kathleen Kelley on Happy Hour last night; formerly senior oil market advisor to Saudi Oil Minister Khalid Al-Falih. He is now Minister for Investment of […]
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By Paul Sankey
Published on September 28, 2021 at 7:19 AM
Key points today: Virtual roadshow with Embark Autonomous Trucks this week Thursday. China has run out of coal. Can’t say I had that on my 2021 bingo card. Opening question for Sankey quick hit on CNBC Fast Money: China running out of coal (stock mentioned: Peabody Coal $BTU see below). It became a cyclical vs secular quick debate; further to a client comment “if it doesn’t get cold in December this unravels”, we think it […]
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By Paul Sankey
Published on September 21, 2021 at 9:36 AM
Comment to my sister yesterday on life in London with my mother: “Nothing’s burning, apart from the stock market.” Oil behaved great especially as the US$ strengthened. Noted oil laggards like $EQT flat on the day. Bullish action for us “energy tranistion” folks. Regular readers will recall it is not two weeks ago we had a China expert, Ryan Haas, Brookings Institute, on Happy Hour. I checked in with Ryan yesterday, and his call. He […]
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