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Quote of the day: Under the current OPEC+ production scenario, supplies won’t rise fast enough to keep pace with the expected demand recovery. As vaccination rates rise and mobility restrictions ease, global oil demand is set to soar from 93.1 mb/d in 1Q21 to 99.6 mb/d by year-end.

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Gas pumps run dry in South as Colonial outage bites
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Big Oil Profits recover as oil price rebounds
Morning Sankey
Paul Sankey

Morning Sankey 5/13/21

In the famous TINA market – There Is No Alternative – the question for those who did not get destroyed on “YOLO” calls based on “stonks always go up” – is where to head to if tech is melting down, and cryptocurrencies are airdropping. Cash is likely a short-term move, but a terrible medium and long-term option. You hide in a rising yield on the T Bill, but that too feels like a very poor

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Paul Sankey May 13, 2021 8:53 AM
Apache
Paul Sankey

Morning Sankey 5/12/21

*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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Paul Sankey May 12, 2021 9:01 AM
EOG
Paul Sankey

Morning Sankey 5/11/21

Noted: private equity selling down $PXD, and Antero $AR issuing. No sooner had we highlighted the Goldilocks oil market, with strong refining margins implying good demand, the potential for further upside in demand from COVID recovery especially in global jet fuel, and the “Saudi Put” back in effect since January, than a bunch of Russian hackers show up and spoil the fun. The issue is that major negative volatility events like this are negative –

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Paul Sankey May 11, 2021 9:02 AM
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