By Paul Sankey
Published on December 19, 2021 at 3:52 PM
Not talking about COVID, just to say I am feeling 100% fine. This Omicron will hopefully be the largest and fast mass vaccination programme in history, whether by God or Government. Nice chart this morning from Greg Wachsteter, who kindly said I could publish. No more comment on COVID, I think the conclusion here is pretty obvious; this chart is therefore bullish S&P Energy. Sankey-Laffer curves. The presentation attached today, made me think what a […]
Read More
By Paul Sankey
Published on September 5, 2021 at 12:08 PM
Enjoy the last weekend of summer, beautiful day here in London, readying ourselves for next week with a slew of oil corporate oil & energy newsflow in “conference season” starting with this week’s traditional “Lehman Conference”, as we oil old schoolers know it. For my entire career, the Lehman conference has occupied the oil/energy week after Labor Day. Post-Labor Day, for me, as a research analyst, opens the Wall Street year, back when it culminated […]
Read More
By Paul Sankey
Published on July 1, 2021 at 12:04 PM
Having heartily joked that I have been snowed under all week… with soccer… yesterday was absolutely jammed with newsflow, and this morning we got an answer on our question of whether Saudi wants $80/bbl+ oil. The OPEC meeting story seems to be no July increase, with the market having lowered expectations to 500kb/d. Great call from Goldman on $80/bbl, which we always agreed with as regards demand. Once again yesterday in the US DOE data […]
Read More