Menu

S&P 5003841.47-11.6-0.3%

Nasdaq13543.06+12.14+0.09%

VIX21.91+0.59+2.77%

DXY90.24+0.11+0.12%

CO55.09-1.1-1.96%

WTI51.99-1.04-1.96%

NATTY2.45-0.04-1.61%

All Reports

Linkedin
Twitter
Instagram

Latest Sankey Links

Saudi did what?

Morning Valero Darling

OPEC Thanksgiving 2020 Special

Chevron for ExxonMobil?

Propane Sankey

India vs. China: Silk, Opium, & Internet Access

ESG Monsters: Gorgon vs Three Gorges

California Critique

Kamala Chameleon

Tags
biden bp chevron china conococoncho conocophillips covid DAPL devon Dollar Election 2020 enterprise eog epd ESG exxonmobil hess india iran iraq LNG marathon petroleum Natgas Natural gas new 1950s oil demand oil market oil markets opec ovv oxy pbf psx refiners Refining shell sunrun tesla total trump US$ US Natgas US Oil Demand US Oil Production valero

Links to Research

Morning Sankey

Macro / Oil Markets

Companies / Micro

Sunday Sankey

Quote of the day: “By rejoining the Paris Climate Agreement, President Biden indicates he’s more interested in the views of the citizens of Paris than in the jobs of the citizens of Pittsburgh.” – Ted Cruz. Greta Thunberg is now calling it the “Pittsburgh Agreement” with others questioning whether the Geneva Convention truly protects the citizens of Geneva.
Diversified
Paul Sankey

Morning Methane Limits

DC chat today, it’s Friday! Travelling to Atlanta via Washington and Durham today with son Max. I accidentally sprayed my son’s deodorant into my mouth this morning. Now when I talk I have this weird Axe scent. If you lose one of your senses, your other senses are heightened. That’s why people with no sense of humour have a heightened sense of self-importance. I told my wife I was making a bicycle out of spaghetti.

Read More »
Paul Sankey January 22, 2021 7:12 AM No Comments
ExxonMobil
Paul Sankey

Morning Acronyms

One of the great recent charts has been the index performance of unprofitable stocks shown below. It is notable that this index has basically doubled since the last quarterly reporting season. We expect the current reporting season to underline how insane valuations have become across non-profitable sections of the market. Furthermore, quarterly results will provide full year 2020 results and some kind of outlook for 2021. Equally, for the oils, what might be good results

Read More »
Paul Sankey January 21, 2021 8:40 AM No Comments
Solar
Paul Sankey

Morning $TAN

Your correspondent listened to a loooong podcast yesterday hosting Abigail Hopper, President and CEO of the Solar Energy Industries Association. Hopper was previously head of the Interior Department’s Bureau of Ocean Energy Management (BOEM, big for offshore wind development, and of course offshore drilling). Before that, she was director of the Maryland Energy Administration and an adviser to former Gov. Martin O’Malley. As I learned at quite some expense of time, she was once a

Read More »
Paul Sankey January 20, 2021 9:24 AM No Comments
Canadian Majors
Paul Sankey

Morning CAD 1/19/21

A scoop by the Canadian Broadcasting Corporation (CBC) over the long weekend regarding the Biden Administration’s plan to rescind the Keystone XL pipeline permit got everyone excited… except me, who groaned. The issue is symptomatic of the worst of US energy policy. New pipelines are environmentally friendly. They serve to replace old pipelines and/or train transport that is less efficient and environmentally damaging. While opposing specific pipelines has become the heroic battle of the environmentalist,

Read More »
Paul Sankey January 19, 2021 9:00 AM No Comments
Canadian Majors
Paul Sankey

Sunday Sankey 1/17/21

Trying to get up this morning, I was pondering whether the US military could split and part go renegade. However we continue to believe the US constitution will prevail. Rather a negative start to the day, but I moved on to put together the Sunday Sankey for you, with energy, be it alternative, or regular oil and gas, starting the year very well. We continue to be obsessive about the US$ impact on oil prices,

Read More »
Paul Sankey January 17, 2021 12:06 PM No Comments
Canadian Majors
Paul Sankey

Morning $NOG

Yesterday was one of those thematic days. “You don’t buy a cheap oil stocks, you buy good management.” We started with an activist getting aggressive on Ovintiv, had a great conversation with the CEO of Northern Oil & Gas, had another activist letter to Delek USA from Carl Icahn’s CVI Refining, and rounded out with Happy Hour. But first, it’s Friday, and that means we start with… What do you call a mythical beast that

Read More »
Paul Sankey January 15, 2021 8:25 AM No Comments