By Paul Sankey
Published on June 19, 2022 at 10:06 AM
Greetings from La Villa des Orangers, Medina (Old Town), Marrakesh, Today – are the big E&Ps cheap? Antero LNG exports – 70mmcfd or 1bcf/d? Postcard from Morocco They say if you want a question answered on the internet, don’t ask the question, but rather post a bold false statement, and you will be flooded with corrections. It is an interesting point on human psychology. Earlier this week we said that Antero was exporting 1bcf/d of […]
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By Paul Sankey
Published on February 21, 2022 at 7:53 PM
In the grand scheme of things, Putin didn’t “further invade” as Kamala Harris had warned him not to, last week. But you might want to buy a US E&P or two nothwithstanding. This theme note is on Marathon Oil. Contact me for the pdf if you do not receive my email. The old Sankey joke about covering oil stocks: “this job is easy; all you have to do is get the oil price right” broke […]
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By Paul Sankey
Published on February 17, 2022 at 8:52 AM
Strategy Session tonight, Doomberg. New guest date to-be-confirmed, Florian Thaler CEO of oil analytics company Oilx. We spoke to him yesterday on the subject of… The potential impact of Iran on oil markets in 2022. It is very different from 2015. In this note we briefly explain why. Iraq production falls 160kb/d in January – covered in this note. Accusations of cross-border shelling in Eastern Ukraine. No further comment in the note, but you can […]
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