Recent Posts

Morning Sankey 4/20/21

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 […]

Read More »
8:42 AM

Sunday LNG

Hi, We had legendary global gas expert Gordon Shearer on our Happy Hour – every Thursday at 5pm – this week. Writing up the notes for Friday sent me down a couple of rabbit holes, and so I put together a note with graphics on LNG, which is attached. Selected nuggets, there are more within: Natural gas as the key energy transition fuel is logical and imperative. Those that bucket natural gas, oil and coal […]

Read More »
11:54 AM

Morning Ideanomics

Client feedback to Sunday Sankey: 1) Did you see exactly what the stratospheric warming event was?  It’s a fast 100 degree warming…. All the way up there.  100 DEGREES… it’s bananas.  Happens once every couple years. 2) Check out this chart…. Nothing to see here.. just super high intraday correlation of TSLA and Bitcoin!  It’s insane.  TSLA should be $780 based on this… and XBT… well… See below for the chart. Inflation? A current boiling […]

Read More »
8:37 AM
View All Reports