Morning Sankey 9/30/21

By Paul Sankey Published on September 30, 2021 at 8:30 AM

Key points: CHK new CEO EQT issues stock & hedging status Enbridge Line 3 starts tomorrow delivering oil, good for Canadian oils Emissions intensity of global oil producers Quote of the day: “I just know the the more control there is, the less growth there is. The great lesson of the twentieth century is that central planning doesn’t work” – Rick Warren (Drucker-Warren Dialogue, 2003) after @buckquivas on Twitter Chesapeake raises Domenic “Nick” Dell’Osso Jr […]

Read More

Parakeet Sankey 9/26/21

By Paul Sankey Published on September 26, 2021 at 2:20 PM

Jolly Sunday to you, Global energy crisis: Having written at length about this eight days ago in the note “Germany & UK vs the USA”, all week I have been reading about the global energy crisis led by the UK and Germany. Everyone makes the same points, last year cold global winter leading to low natgas storage, lack of wind in Europe, nuclear shutdowns, Asia squeeze, Russia squeeze etc. The one I talked about in […]

Read More

Homeless Sankey 9/23/21

By Paul Sankey Published on September 23, 2021 at 5:48 PM

Certain cities, like New York, London, and Paris, are an experience, like being in a movie, so strong is their identity. The same goes for San Francisco, the very name a romantic invocation of California and the Pacific, Gold Rush. The beauty of the Bay, the Golden Gate Bridge. Beautiful physically, and host to massive tech companies such as Uber and Twitter, with huge property prices, there are some major problems, the greatest of which, […]

Read More