Sunday Marrakesh

By Paul Sankey Published on June 19, 2022 at 10:06 AM

Greetings from La Villa des Orangers, Medina (Old Town), Marrakesh, Today – are the big E&Ps cheap? Antero LNG exports – 70mmcfd or 1bcf/d? Postcard from Morocco They say if you want a question answered on the internet, don’t ask the question, but rather post a bold false statement, and you will be flooded with corrections. It is an interesting point on human psychology. Earlier this week we said that Antero was exporting 1bcf/d of […]

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LNG: Gordon & Gorgon

By Paul Sankey Published on April 23, 2022 at 5:43 PM

This LNG round up with Gordon Shearer (Poten & Partners guru) from Thursday night took longer to write and I got tangled in the SLB results, which came in okay – readers will know I am not pushing service companies but love oils… “to 10% of S&P500!” Chatting to a client with Midstream expertise before Gordon Shearer, LNG expert, came on Strategy Session Thursday evening, the view was that Kinder Morgan results were decent owing […]

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Mega-Bear Call: Oil to 10% of SPX

By Paul Sankey Published on April 21, 2022 at 9:42 AM

Yesterday on CNBC I repeated the call that oil could get to 10% of the S&P500 based on the current dynamics in global energy. In the segment (link below), which was in the context of Netflix stock collapsing 35% yesterday (down hard further in the pre-market today), I gave a hack explanation of how a growth stock valuation can collapse. Basically, if the market is anticipating huge growth in a zero interest rate environment, the […]

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