By Paul Sankey
Published on June 23, 2021 at 9:03 AM
Tomorrow June 24th on Happy Hour we have Charif Souki, Chairman and co-founder of Tellurian, the integrated Haynesville gas-to Driftwood LNG export project play. Should be a great chat! Souki is one of the select legendary executives to be featured in The Frackers, an entertaining book about the key characters in the US unconventional revolution. Register here Charif Souki on Sankey Happy Hour Next week, on July 1st, please attend the Sankey Research 1st anniversary […]
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By Paul Sankey
Published on June 2, 2021 at 8:44 AM
The ostrich school of analysis would suggest that I resolutely defend my short term bear call on oil and oil stocks made only at lunchtime on Monday, but the fact is that no sooner had I hit send on the email to clients and website post, than the short term thesis caught fire and sank like Iran’s biggest warship just did: June 2, 2021, Associated Press: “The largest warship in the Iranian navy caught fire […]
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By Paul Sankey
Published on May 31, 2021 at 1:34 PM
OIL RISK HIGH. We have an OPEC meeting tomorrow, and the word is that Iran is pumping into storage on anticipation of successful negotiations with the Biden administration, which, for reasons I do not fully understand, is very keen to make a nuclear deal. This will allow Iran back into global oil markets. We understand that OPEC is warning Iran not to flood the market, and Iran is saying “we are going to flood the […]
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