Friday Sankey 10/15/21

By Paul Sankey Published on October 15, 2021 at 9:37 AM

Mega-theme: the backlash against the nonsense elements of ESG Mega-theme: LNG Friday, so here’s a longer joke (?): Conspiracy theory: The UK climate protest group Insulate Britain are so completely bone-headed and infuriatingly disruptive (blocking the key London ring road, M25), that I can only assume they are a British Government/MI6 counter-environment group that is working to increase public opposition to the environmental movement in the sensitive run up to COP26 on 1st November in […]

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Friday Sankey 10/8/21

By Paul Sankey Published on October 8, 2021 at 9:08 AM

The class system in the USA is: never been to Disney; been to Disney once; goes to Disney annually. Why did Chewbacca crash the Millennium Falcon when he first piloted it? He made a Wookiee mistake. Besides watermelon, there should be windmelon, firemelon, and earthmelon: the four elemelons We had Kathleen Kelley on Happy Hour last night; formerly senior oil market advisor to Saudi Oil Minister Khalid Al-Falih. He is now Minister for Investment of […]

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Morning Qinhuangdao

By Paul Sankey Published on September 28, 2021 at 7:19 AM

Key points today: Virtual roadshow with Embark Autonomous Trucks this week Thursday. China has run out of coal.  Can’t say I had that on my 2021 bingo card. Opening question for Sankey quick hit on CNBC Fast Money: China running out of coal (stock mentioned: Peabody Coal $BTU see below). It became a cyclical vs secular quick debate; further to a client comment “if it doesn’t get cold in December this unravels”, we think it […]

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