By Paul Sankey
Published on August 30, 2022 at 1:29 PM
Happy Hour this week with Michael Lynch, absolutely tenured energy analyst. Michael can explain the last time California had an EV mandate and why it bombed, he had a good article in Forbes this past week about it. Long time MIT, totally established energy expert. I will be chatting to him, and if the attendance is graveyard slot (this Thursday evening before Labor Day weekend) I will persuade him to return. Mike Lynch President at […]
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By Paul Sankey
Published on June 9, 2022 at 9:55 AM
Just as I was muttering that there is not much happening, it all kicks off. Notably the fire and outage at Freeport LNG yesterday caused a sudden sell-off in natgas prices. “If it is burning live on TV, it moves the market”. Over/under on the outage is 3 weeks, which is very minor in the grand scheme of things, but a big deal at the margin when natgas prices are screaming at $9.50/mmbtu. Freeport LNG […]
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By Paul Sankey
Published on June 5, 2022 at 3:05 PM
June, A beautiful day here in Brooklyn Heights, I wish you a wonderful Sunday. I always maintain that if you ignored the media, you would think it’s a wonderful world. And it is! That said, I am enjoying the mass media coverage of the Jubilee. BREAKING NEWS: QUEEN WAVES FROM BALCONY. Headline on my screen here. And we are kicking ourselves for not being in London, given my mother lives right on Hyde Park, in […]
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