Quote of the day: In a war of ego, the loser always wins

Energy Transition
Paul Sankey

This is a Hormuz-Free Note: Guyana, ExxonMobil, PSCs

Goodness me, In the dust storm of Middle East War, today’s news of an anti-corruption purge in Iraq is the latest volatility, never mind the ships being attacked. But I didn’t get too far with that, given like everything else down there, nobody really knows what is happening. I reluctantly checked into X.com and read that the Iraqi Prime Minister had staged a Coup d’Etat. And put down my phone. Absurd. Corruption crack down may

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Neil McMahon Happy Hour, Ron Smith Happy Hour, Replays, Sense and Nonsense

Very interesting as expected with Neil McMahon, who was a brutal competitor to me when I first came to Wall St in 2004. Outstanding, controversial, vocal, technically excellent analyst. ://analysthub.zoom.us/rec/share/oYbncHcf3JBbSajA6cykKCEQiYOsypGBsM3S8kKA6fpRhoYEohZrXsvDkOkVb0HP.opKbt46ClZUvWTn1 Forgive me, I missed forwarding Ron Smith last week on Russia. Here it is, and after about 50 mins, some excellent input on Russian LNG from Gordon Shearer: https://analysthub.zoom.us/rec/share/T6jRKyqLMyW6GZgQ6rQT5Im2BNYxEBOAfndHCCDm0d7NHWOofDW6_Oa6sa3jGYbi.W_IWJQyGD7xJIgC_ Have a great day, I am flying back from Mexico City to NYC for the big

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Energy Transition
Paul Sankey

Neil McMahon Happy Hour 4pm ET today: Water, Water, Everywhere

This evening 4pm, delighted to say we have Neil McMahon, on Happy Hour, link at bottom of note to register for this Premium Event. If I sound like I am spitting feathers on the call, calling a horse a hoarse, I was at the Mexico game last night, being Mexico playing in Mexico in the Mexico World Cup, an event, Mexico now going 3-3 (you only need 8-8 to win it all). You can imagine,

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