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 8, 2022 at 9:06 AM
“Happy” Hour yesterday evening, an oil investor self-help group Big week for oils next week with Nordstream 1 and CPC shutdown decisions coming; Biden visits MBS Buffett buying yet more Oxy – he might go… all… the… way Warren Buffett’s Berkshire Hathaway filed notice of acquisition of 12m shares Occidental costing about $698m this week, giving it an 18.7% stake. Buffett had also purchased 9.9m OXY shares last week. Total stake is 175.4m shares worth […]
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By Paul Sankey
Published on June 16, 2022 at 6:56 AM
Off to Royal Ascot today, thoughts before we take the train, suited, booted, and in Patricia’s case, hatted. We are with the plebians for a variety of reasons. So, I do not need to dress as a penguin/full morning suit and topper (Royal Enclosure dress requirement; there are tiers of “enclosures” descending from Royal, down to Windsor, based on social class, or in America, you would say money (debt will do)). A suit, plain shirt, […]
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