By Paul Sankey
Published on November 16, 2022 at 8:26 AM
“This job is easy, all you have to do is forecast the oil price right.” In this note we argue that the most expensive group among the oils will run here, based on the recent market “Quantquake” that we outline in this note. What was the Quantquake? Last week saw an extraordinary move in markets. And from this we derive a trading recommendation into year end. There is more to short- and medium-term investing than […]
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By Paul Sankey
Published on October 27, 2022 at 9:04 AM
Happy Hour Long BP Short Meta on ESG – BP’s is better, we explain why Propane problems, Long ET Short EQT We could not have a better-timed, more informed guest on Happy Hour tonight than Robert Raymond, a major player in private equity oil & gas investment, and our axe (US translation: ax) on Antero, which reported last night. Strong views on EQT, which reported last night. Hey, strong views on everything that we follow. […]
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By Paul Sankey
Published on October 16, 2022 at 3:20 PM
Yo, Noted, French refining strike seems to be drawing to a close, with ExxonMobil’s Fos returning to normal. Continued issues with the most extreme of the unions, the CGT, for TotalEnergies. Around 30% of French gas stations reported short of product. We perceive the refining workers strike in Iran to be a domestic issue – for now. History of the Iranian Revolution was driven by strikes by Iranian oil workers. The 1979 Iran revolution directly […]
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