Brassy Sunday Sankey

By Paul Sankey Published on February 6, 2022 at 4:16 PM

We have a big Renewable Diesel note coming later today, so in recognition of your Sunday time, just a couple of points on next week. Valero management are in New York City Monday/Tuesday. See what we are doing here? Our Renewable Diesel note is not published tonight by happy accident, it is a cunning plan. One Valero event is a Mark Mills presentation, presumably he of the Manhattan Institute and steely-eyed critic of the energy […]

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OPEC Special

By Paul Sankey Published on November 29, 2020 at 10:43 AM

Please find attached our OPEC Thanksgiving 2020 note. Have a great Sunday. Best regards, Paul

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Morning Sankey 11/24/20

By Paul Sankey Published on November 24, 2020 at 8:18 AM

The oils continue to be lively driven by the surprising up-move in Brent & WTI crude prices, that has come at a point that looked by some measures to be max bearish. If you recall, over the last days of October, Brent fell from $43/bbl to $37/bbl and looked like it might have a run at $30/bbl, COVID resurging, Europe shutting down. Libya roaring back with 1mb/d incremental light-sweet supply. That bearish Atlantic Basin picture […]

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