By Paul Sankey
Published on August 4, 2022 at 8:30 AM
Tonight Happy Hour: Kathleen Kelley on OPEC. Frank Kelly (invited) on Washington DC – lots of action there. View share on results on what happens next. Today Thursday 4th August 5pm Eastern. Register for this meeting: https://us02web.zoom.us/meeting/register/tZUkc-qvqjgrH9NWL5mVuMMR2AyR3q1cZrtm I was on Bloomberg TV bright and early this morning and… I used the “B” word. Just to note, we are long natgas over oil into the coming economic slowdown, and playing for winter. The announcement that Freeport […]
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By Paul Sankey
Published on July 31, 2022 at 4:11 PM
Big week for what should be terrific oil earnings this week. Watching Iraq Highlight charts – market rebounding, oils catching a bid ~ Week ahead: It’s good to see that oil earnings have worked back onto generalist earnings calendars, as shown from “Earnings Whispers” below. Devon aftermarket Monday sure, BP, Marathon Petroleum and Oxy Tuesday, etc, but believe me, a year ago Berry and Callon did not make these lists (see Wednesday below). Marathon Oil […]
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By Paul Sankey
Published on July 19, 2022 at 8:31 PM
Regular readers may wonder: surely not Brooklyn Heights Promenade view of Manhattan above. Correct! I’m in Holbox, Yucatan, Mexico, where we nipped in for a look at “Tulum but with a great beach”. Getting to Cancun is a cinch from New York, three hours to pounding beach music and margarita bars at the hotel. We bypassed and got a car here. At Holbox, a sand spit/island (no rock base) that is also a nature preserve, […]
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