By Paul Sankey
Published on March 16, 2022 at 9:18 AM
Up bright and early this morning, I will miss “the clocks going forward” now that, as the world ponders World War III, the US Congress has addressed the urgent issue of daylight savings time. The big picture remains that the Democrats are headed for a shelacking in the November 2022 mid-terms and the legislative potential for a major offset victory for the Biden Administration before then is getting very tight. Kudos to Biden for the […]
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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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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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