Morning Sankey 4/20/21

By Paul Sankey Published on April 20, 2021 at 8:42 AM

Staring at the blinking red and green Bloomberg ticks, alone in a home office, bombarded with Bitcoin headlines, Gamestop headlines, etc etc, it had become very difficult to make out the wood from the trees regarding the oil and energy call. I went on a road trip. I’m back. As suspected, the oils and energy have been tricky – notably solar has been ugly for the past month and year to date, albeit off a […]

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Morning Sankey 3/19/21

By Paul Sankey Published on March 19, 2021 at 8:41 AM

What is the highest rank in the popcorn army? Kernel. Where do you find the Andes? At the end of your Armies. Few people know that Bruce Lee had a vegan brother, Brocco. Where do DJs do their research? Wiki-wiki Wikipedia. It’s Friday! Why did oil airdrop? Probably because it was walking on air. Spot “flat” Brent prices fell 7.5% yesterday. A trading house sent this comment: “Vitol offered Brent aggressively, driving Dated lower. Shell […]

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Morning Volkswagen

By Paul Sankey Published on March 16, 2021 at 9:19 AM

Volkswagen held its Power Day yesterday, an obvious head-to-head counter to Tesla’s Battery Day last September. The Tesla Battery Day will remain a memorable event for me, held outdoors under COVID conditions in California, the audience was made up of a crowd of Teslas that beeped their horns in appreciation at Elon Musk, above them on a rock concert-style stage. That was not an autonomous crowd, the beeping was operated by humans trapped inside the […]

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