By Paul Sankey
Published on May 12, 2021 at 9:01 AM
*INVITATION * Today * 10am ET * – Happy Coffee with Li-Cycle CEO Ajay Kochhar. Ajay is extremely strong on all things to do with his business, of re-cycling lithium-ion batteries. By extension, he is extremely strong on batteries, EVs, and particularly Li-Ion factories. He is absolutely at ease with battery market dynamics. Join a conversation with Sankey + a few clients. Yesterday the company announced an agreement with Ultium Cells, a joint venture of […]
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By Paul Sankey
Published on May 7, 2021 at 8:44 AM
A salesman knocks on a door, answered by a 12-year-old boy wearing slippers, an oversized silk dressing gown, smoking a fat cigar in one hand, a huge snifter of brandy in the other. Stunned, the salesman asks “Are your parents in?” The boy replies “What the fk do you think?” Americans love T shirts. They have the constitutional right to bare arms. Wife: “You need to do more chores around the house.” Husband: “Can we […]
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By Paul Sankey
Published on May 5, 2021 at 8:31 AM
Brent is approaching $70/bbl, with big API draws released yesterday evening, a level that can hide a multitude of strategic sins for oil companies, at least upstream. Be warned, we have had a couple of strategic doozies this year, but with that said, the majority of companies are bang on script, notably Devon last night underlined what an upside surprise cash return to shareholders can do for your quarterly results. Analysts can fiddle and fuss […]
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