Sunday Silence

By Paul Sankey Published on February 20, 2022 at 1:36 PM

A correspondent asked if I would be writing this Sunday about what to do if Russia invades Ukraine. “I wrote about it in early January,” I sourly texted “I am more likely to write about Venezuela,” I added snootily. “But you’ve been saying Russia won’t invade.” He pressed. “I had to take a week off because I didn’t know. No point in chasing the puck.” Not wanting to chase the “will they/won’t they” puck, I […]

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Mice & Men

By Paul Sankey Published on January 14, 2022 at 9:37 AM

Has Covid-19 forced you to wear glasses and a mask at the same time? You may be entitled to condensation. Vin Diesel only eats two meals a day to keep in shape for making movies: Breakfast and breakfurious A genie granted me one wish, so I said “I just want to be happy.” Now I’m living in a cottage with 6 dwarves and working in a mine. Robert Burns: “The best-laid schemes o’ mice an’ […]

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Looking for Kilos

By Paul Sankey Published on January 9, 2022 at 3:31 PM

Yesterday I took on re-modelling the oil market according to the new world order: OPEC+. But I also spoke to a top hedge fund portfolio manager, US mega-player, who is based in Singapore for a couple of months. He made the following points: Strong Singapore economy with staff shortages – he waited an hour for a coffee the other day China cutting back on energy intensity. Brain drain from Hong Kong. Massive capex cycle starting […]

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