By Paul Sankey
Published on January 20, 2021 at 9:24 AM
Your correspondent listened to a loooong podcast yesterday hosting Abigail Hopper, President and CEO of the Solar Energy Industries Association. Hopper was previously head of the Interior Department’s Bureau of Ocean Energy Management (BOEM, big for offshore wind development, and of course offshore drilling). Before that, she was director of the Maryland Energy Administration and an adviser to former Gov. Martin O’Malley. As I learned at quite some expense of time, she was once a […]
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By Paul Sankey
Published on January 3, 2021 at 12:02 PM
Well Happy New Year! This week in the Sunday Sankey we run through slides with attention on our refining conference starting tomorrow. It is not too late to register, dear clients… welcome to the slimmed down distribution list that like me, will be on a strict diet. At the same time, tomorrow OPEC meets, believe or not, as they shift to a monthly meeting. JMMC is meeting today, word is Russia is keen to increase […]
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By Paul Sankey
Published on December 29, 2020 at 9:13 AM
Today we note who benefits from low natural gas prices, especially with propane prices ripping higher, and take a look at a key theme for Phillips 66 at our refining conference, the Dakota Access Pipeline. We will cover other themes for the big refiners this week as we run into our refining conference next Monday January 4th. Basically, a forgotten winner from low natgas prices is refining. Also Canadian heavy oil producers, like refiners, have […]
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