By Paul Sankey
Published on June 12, 2022 at 2:58 PM
We have postulated, for example in our note on Dr Copper (Sweet Chile & Mines, Jan 2022), that China’s total dominance of global primary commodity processing, would eventually force the US and Europe to re-domicile supply chains and manufacturing industry. Having massively and excessively out-sourced energy and commodity-intense industry to China over the past 15 years, the world, not least the US & EU governments, are now recognizing the need to re-domicile core production, back […]
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By Paul Sankey
Published on December 4, 2021 at 4:36 PM
Warning: this note is about Bitcoin/cryptocurrency thematically. Because you opened the email and may not wish to continue, here is a bonus non-crypto chart. Again, sick of crypto this weekend? Stop reading now. Bitcoin will not be considered again for a while; we covered it bullishly a little last year, then got bearish as noted below around Q1 this year. I’m off to Houston, hope to get you a Sunday Sankey before leaving. If not, […]
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By Paul Sankey
Published on May 23, 2021 at 12:19 PM
Watching Iran, but 1mb/d of oil exports are already in the market. Huge week ahead for ExxonMobil, with the Shareholder Meeting and board vote on Wednesday this week. We wrote about it on Thursday, see the note on www.sankeyresearch.com or emailed. Noted that Halliburton shareholders rejected the company’s pay proposal last week, which is encouraging. The pay of oil executives relative to shareholder returns has been an abomination for years. Executives should try a few […]
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