Thematic: East Med, EU Gas Crisis Solution

By Paul Sankey Published on October 19, 2022 at 8:56 AM

With attention on a major oil announcement by President Biden today, widely leaked as a further Strategic Petroleum Reserve (SPR) release that amounts to stuffing a leaking dam with non-sustainable paper towels, we have been highly critical of the Biden Administration’s Energy policy. We have also slammed the European Union and UK, notably starting with our 2021 thematic note “Britain & Germany vs the USA” that foresaw a European gas crisis far before Russia ever […]

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Evening Park Lane

By Paul Sankey Published on October 4, 2022 at 2:43 PM

BIG “CUT”- OPEC will either re-set quotas, announce around 1mb/d cut, or leave them and announce 2mb/d+… ? Nobody can say how a price cap would work – including the CEOs/Snr Execs of Trafigura, Vitol, Gunvor Shell CEO: China added more coal consumption in Q3 than the entirety of Shell’s annual global energy production Aramco CEO: major mangrove investment; world is short spare capacity and pricing short term ~ Forgive the stream of conciousness here, […]

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Afternoon Theories

By Paul Sankey Published on September 29, 2022 at 3:20 PM

This evening! Premium Event! Steve Levine on Happy Hour tonight at 5pm ET re: batteries and electric vehicles, he is a world expert. Biography was emailed to you yesterday, impressive. Steve is now Editor of The Electric, a new, exclusive premium publication at The Information on batteries and EVs. Steve Levine 5pm Thursday 29th Sept: ~ Watching the NASDAQ below its 200 weekly moving average for the first time in 13 years “The West” […]

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