By Paul Sankey
Published on February 14, 2021 at 11:54 AM
Hi, We had legendary global gas expert Gordon Shearer on our Happy Hour – every Thursday at 5pm – this week. Writing up the notes for Friday sent me down a couple of rabbit holes, and so I put together a note with graphics on LNG, which is attached. Selected nuggets, there are more within: Natural gas as the key energy transition fuel is logical and imperative. Those that bucket natural gas, oil and coal […]
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By Paul Sankey
Published on January 12, 2021 at 8:37 AM
Client feedback to Sunday Sankey: 1) Did you see exactly what the stratospheric warming event was? It’s a fast 100 degree warming…. All the way up there. 100 DEGREES… it’s bananas. Happens once every couple years. 2) Check out this chart…. Nothing to see here.. just super high intraday correlation of TSLA and Bitcoin! It’s insane. TSLA should be $780 based on this… and XBT… well… See below for the chart. Inflation? A current boiling […]
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By Paul Sankey
Published on January 10, 2021 at 12:40 PM
Good morning, The first working week in January is always a crazy week for this analyst, and by Monday afternoon, having run five 1×1 fireside chats with five refining CEOs, I was already joking that I was ready for my year end vacation. Then, from nowhere, Saudi unilaterally cut production on Tuesday 5th January at the now-monthly OPEC+ meeting, the afternoon as we rounded out the conference with a 1×1 with Valero management that morning. […]
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