By Paul Sankey
Published on February 22, 2022 at 8:32 AM
Strategy Session this week 2/24, 5PM EST – Arjun Murti, Warburg Pincus, ConocoPhillips board member. As lead oil analyst and then head of research for Goldman Sachs, Arjun made the greatest oil call in the history of the sellside, predicting $100/bbl oil in the early 2000s at a time when oil traded around $25/bbl and had never traded above $40/bbl. He was right for the right reasons. Now publishing a Substack “Superspiked”, Arjun is one of […]
Read More
By Paul Sankey
Published on January 6, 2022 at 7:07 PM
I got up thinking about a quick look at Russia for the Morning Note; ALMATY, Jan 6 (Reuters) – Fresh violence erupted in Kazakhstan’s main city on Thursday after Russia rushed in paratroopers to put down a countrywide uprising in one of Moscow’s closest former Soviet allies. Police in the main city Almaty said they had killed dozens of rioters overnight into the early hours of Thursday morning. The authorities said at least 18 members […]
Read More
By Paul Sankey
Published on December 30, 2021 at 12:23 PM
Thinking about the year ahead, one of my favourite Twitter follows @Raisingthebar47 published the following deliberately non-consensus list of things that will happen energy in 2022. The list is interesting, notably for natgas theorists, but also because it represents what could be considered a list of unexpected events for the year; it was just a quick checklist of things to consider: Natgas back to <$2.50/mcf MVP cancelled/pushed to ’23 (Mountain Valley Pipeline) Oil hits <$50/bbl […]
Read More
