By Paul Sankey
Published on October 9, 2022 at 5:28 PM
Greetings from London Town, The Giants and Packers fans were out in numbers around the West End – I can’t believe the Giants won! My daughter Honor is the expert – her line was that the Giants might be the best-coached team in football. She is deeply cynical about the team, so, powerful words. By the way her life ambition is to be a CEO, and a Giants Season ticket holder. Meanwhile in the pub […]
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By Paul Sankey
Published on October 6, 2022 at 7:47 AM
Russia Deputy Prime Minister OPEC exit interview – not exuding joy Oil market chat Vienna ~ If you want to know where you are in the mega-theme of “The End of the Oil Age”, well, years ago I postulated that, at the end of the oil age, OPEC will get into a market share war, a desperate bid to produce oil as fast as possible, as the world shifts to alternate fuels, and oil in […]
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By Paul Sankey
Published on October 4, 2022 at 2:43 PM
BIG “CUT”- OPEC will either re-set quotas, announce around 1mb/d cut, or leave them and announce 2mb/d+… ? Nobody can say how a price cap would work – including the CEOs/Snr Execs of Trafigura, Vitol, Gunvor Shell CEO: China added more coal consumption in Q3 than the entirety of Shell’s annual global energy production Aramco CEO: major mangrove investment; world is short spare capacity and pricing short term ~ Forgive the stream of conciousness here, […]
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