By Paul Sankey
Published on August 15, 2021 at 7:23 PM
Welcome to mid-August, I am taking it easy for a couple of weeks. Good week ahead for fishing offshore Ixtapa on the Pacific. Really nothing on the calendar next week for oil analysts unless we stretch to retail such as Walmart, Home Depot, and Target, all reporting. Roblox is an interesting company. A call last week from the White House for OPEC+ to produce more oil and for the FTC to investigate high pump prices […]
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By Paul Sankey
Published on August 1, 2021 at 1:25 PM
We found ourselves standing on the North Slope, Alaska, above the Arctic Circle, surveying the endless flat tundra. There there is no sunlight from October to early March; total darkness over half the year. For the rest of the year, the sun does not go down – no darkness. That place, my friend, is Far North. The nearest city is Anchorage, 1,000 miles south, itself as distant as Perth Australia; palpably remote; strange and distant […]
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By Paul Sankey
Published on July 6, 2021 at 9:57 AM
Reading back on my Sunday note, I did a horrible job of highlighting the link to the “Oils share of the S&P500 earnings vs oil’s share of the S&P500” presentation that was attached. One key highlight was to buy Pioneer and EOG and to be negative on Oxy. The non-consensus call was bullish Apache. We were also cautious refiners. Here is the note which is a short presentation of all the charts. This is a […]
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