Morning Sankey 4/13/21

By Paul Sankey Published on April 13, 2021 at 9:05 AM

It seems pretty blatantly obvious that Putin is going to invade east Ukraine and join Russian rebel-held territory (see map in Sunday Sankey). He did it with Crimea. Not really a lot you can do, shall we ask Ukraine expert Hunter Biden for his take? There will be a domino effect, because the next question becomes what do you do if China invades Taiwan, given troop build-ups are as big in naval terms in the […]

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Morning Mood Swing 3/30/21

By Paul Sankey Published on March 30, 2021 at 8:26 AM

Get ready for a dump of April Fool’s Day OPEC jokes as the Organisation meets formally this week, culminating on Thursday April 1st. Rollover is seen as the most likely outcome, which would be for April, Saudi extending its market control, with recent volatility in oil prices – ie downside moves – seen as the key concern. It’s a never-ending wonder trying to forecast oil markets, and now to be in new era. Here, we […]

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Morning Sankey 3/25/21

By Paul Sankey Published on March 25, 2021 at 8:59 AM

As of writing about the Suez Canal yesterday, we were very early to show how the bulbous nose of the giant ship was buried in the shoreline. That went viral, along with the shape the ship drew on satnav maps before entering the canal. The former, the buried nose of massively heavy vessel wedged in the sand, seems to be a major problem, and there was feedback on my comment that “two dudes in hi-viz […]

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