By Paul Sankey
Published on May 1, 2022 at 2:48 PM
Happy May Day Sunday, Today in partnership with Greg Bordelon of Isentropic Capital, we publish a note on natural gas markets by way of thesis overview to a theme that we will continue to pursue. The note is long graphics, and particularly interesting on US markets. If you only want to read half, read the second US half. It is as noted graphic intense. European gas markets are fundamentally far more un-analysable than US right […]
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By Paul Sankey
Published on January 6, 2022 at 7:07 PM
I got up thinking about a quick look at Russia for the Morning Note; ALMATY, Jan 6 (Reuters) – Fresh violence erupted in Kazakhstan’s main city on Thursday after Russia rushed in paratroopers to put down a countrywide uprising in one of Moscow’s closest former Soviet allies. Police in the main city Almaty said they had killed dozens of rioters overnight into the early hours of Thursday morning. The authorities said at least 18 members […]
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By Paul Sankey
Published on December 5, 2021 at 12:48 PM
Heading to the World Petroleum Congress in Houston today, a couple of players have cancelled participation. My understanding is that Qatari Minister is out, so is BP CEO Bernard Looney. Omicron. We shall see the final count, but I look forward to seeing a raft of CEOs over the coming four days before heading to Midland to write a focus on Diamondback, $FANG, one of the best players in the Permian, known for its outstanding […]
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