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.

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,

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Sunday Sankey 1/10/21

Good morning, The first working week in January is always a crazy week for this analyst, and by Monday afternoon, having run five 1×1 fireside chats with five refining CEOs, I was already joking that I was ready for my year end vacation. Then, from nowhere, Saudi unilaterally cut production on Tuesday 5th January at the now-monthly OPEC+ meeting, the afternoon as we rounded out the conference with a 1×1 with Valero management that morning.

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Sunday Sankey 1/3/21

Well Happy New Year! This week in the Sunday Sankey we run through slides with attention on our refining conference starting tomorrow. It is not too late to register, dear clients… welcome to the slimmed down distribution list that like me, will be on a strict diet. At the same time, tomorrow OPEC meets, believe or not, as they shift to a monthly meeting. JMMC is meeting today, word is Russia is keen to increase

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