Morning Elon Ma

By Paul Sankey Published on January 4, 2021 at 8:45 AM

Refining conference today! Not to late to register on www.sankeyresearch.com Strong delivery numbers from Chinese automakers over the weekend followed on from Tesla’s dash to the line for 2020 which fell just short – within the margin of error – for its 500,000 annual target for 2020, which is indeed a very impressive achievement. There were reports of Tesla asking existing customers for help in delivering vehicles. One mystery to us is how the company […]

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Morning Friday 11/20/20

By Paul Sankey Published on November 20, 2020 at 8:38 AM

Breaking news: Germany is advising people to stock up on sausages and cheese. This is starting to look like the Wurst Käse scenario. I lost 200 pounds. That’s the last time I go to a British casino. Rudy Giuliani really risked his career on this. The dye is cast. Out of all the inventions in the past 100 years, which one was the most remarkable? The dry erase board. We had a refining CFO on […]

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Morning Greed & Fear Sankey

By Paul Sankey Published on September 9, 2020 at 8:14 AM

The market trades on greed and fear. Memory is selective, but I am sure I have not seen markets as gripped by greed and fear as 2020, which is only just in September, plenty of time to go including an election. And not just any election, the country, at least as presented in the media, is riven by intertwined wealth and race divides. Sure, the market is greed fighting fear as a normal course of […]

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