Sunday Sankey 1/17/21

By Paul Sankey Published on January 17, 2021 at 12:06 PM

Trying to get up this morning, I was pondering whether the US military could split and part go renegade. However we continue to believe the US constitution will prevail. Rather a negative start to the day, but I moved on to put together the Sunday Sankey for you, with energy, be it alternative, or regular oil and gas, starting the year very well. We continue to be obsessive about the US$ impact on oil prices, […]

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Morning Garland

By Paul Sankey Published on December 29, 2020 at 9:13 AM

Today we note who benefits from low natural gas prices, especially with propane prices ripping higher, and take a look at a key theme for Phillips 66 at our refining conference, the Dakota Access Pipeline. We will cover other themes for the big refiners this week as we run into our refining conference next Monday January 4th. Basically, a forgotten winner from low natgas prices is refining. Also Canadian heavy oil producers, like refiners, have […]

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Friday before Xmas Sankey

By Paul Sankey Published on December 18, 2020 at 8:28 AM

Call to start 2021: our refining conference features all six independent refiners at CEO level. Sankey fireside chats back to back. Please join, you will start 2021 with a great understanding of markets, notable oil and and renewable diesel, but much more besides. I’ve got a case of Corona and I am not going to work today. I’m not sick, I’m just taking the day off to drink the whole case. Customer at a farmer’s […]

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