By Paul Sankey
Published on May 5, 2022 at 8:45 AM
In our recent natural gas thematic piece, we had three top picks: Antero, Tourmaline, and Chesapeake. We highlighted the concerning trajectory of US storage inventory, noting that conditions today are yielding a storage level at the end of injection season that is uncomfortably low. At 3.4 Tcf projected by end of October, storage would be 200 Bcf lower than 2021 and would be the second lowest level of underground storage in the last 16 years. […]
Read More
By Paul Sankey
Published on December 14, 2021 at 8:19 AM
Long EQT short Sunrun this morning. Mega-theme, the ESG backlash, as energy reality intrudes on excessive alternate ambition Highlighted: a major positive announcement from Li-Cycle $LICY today regarding a $50m equity investment by LG, as part of a commercial agreement that will expand their Rochester Hub by 40% of 35,000 tonnes, equivalent to 90,000tonnes of lithium ion batteries annually. I am speaking to the company today, through newly appointed IR Nahla Azmy. More after that! […]
Read More
By Paul Sankey
Published on October 1, 2021 at 8:50 AM
Key points: ExxonMobil increased profit guidance As predicted by my BBG TV “it’s a global energy crisis” rant: Chinese government to energy companies: “buy all the energy you can” – link below Positive feedback from “influencer” investors on Embark autonomous trucks $NGAB Small-cap MLP? UAN is a fertilizer producer that uses petcoke feedstock advantage; just the ticket for this macro-environment; almost no coverage on Wall Street. It’s Friday, and in Sankey Research world that means […]
Read More
