Sunday Sankey-Laffer

By Paul Sankey Published on December 19, 2021 at 3:52 PM

Not talking about COVID, just to say I am feeling 100% fine. This Omicron will hopefully be the largest and fast mass vaccination programme in history, whether by God or Government. Nice chart this morning from Greg Wachsteter, who kindly said I could publish. No more comment on COVID, I think the conclusion here is pretty obvious; this chart is therefore bullish S&P Energy. Sankey-Laffer curves. The presentation attached today, made me think what a […]

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Morning $LICY & the rat hunter

By Paul Sankey Published on December 15, 2021 at 11:35 AM

A client wrote to me yesterday after the Morning Note negative Sunrun positive EQT, which mentioned in passing yesterday’s announcement of a new partnership announcement from Li-Cycle: “Wish that $LICY news was as positive as your initial read.  Their Capex increased from $175m to $485m for the Hub, so even accounting for the 40% capacity increase that’s a double in cost at least. I was expecting a cost increase in this environment but that’s pretty […]

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Morning Solar Drop Gas Pop

By Paul Sankey Published on December 14, 2021 at 8:19 AM

Long EQT short Sunrun this morning. Mega-theme, the ESG backlash, as energy reality intrudes on excessive alternate ambition Highlighted: a major positive announcement from Li-Cycle $LICY today regarding a $50m equity investment by LG, as part of a commercial agreement that will expand their Rochester Hub by 40% of 35,000 tonnes, equivalent to 90,000tonnes of lithium ion batteries annually. I am speaking to the company today, through newly appointed IR Nahla Azmy. More after that! […]

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