Sunday Houston? Problem.

By Paul Sankey Published on December 5, 2021 at 12:48 PM

Heading to the World Petroleum Congress in Houston today, a couple of players have cancelled participation. My understanding is that Qatari Minister is out, so is BP CEO Bernard Looney. Omicron. We shall see the final count, but I look forward to seeing a raft of CEOs over the coming four days before heading to Midland to write a focus on Diamondback, $FANG, one of the best players in the Permian, known for its outstanding […]

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Friday Sankey 10/15/21

By Paul Sankey Published on October 15, 2021 at 9:37 AM

Mega-theme: the backlash against the nonsense elements of ESG Mega-theme: LNG Friday, so here’s a longer joke (?): Conspiracy theory: The UK climate protest group Insulate Britain are so completely bone-headed and infuriatingly disruptive (blocking the key London ring road, M25), that I can only assume they are a British Government/MI6 counter-environment group that is working to increase public opposition to the environmental movement in the sensitive run up to COP26 on 1st November in […]

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Morning Putin & Antero 10/14/21

By Paul Sankey Published on October 14, 2021 at 9:37 AM

Tonight: Gordon Shearer, world LNG expert, on Happy Hour 5pm ET. Email me for link paul@sankeyresearch.com Gordon fits brilliantly with the world energy crisis, discussed at length by Putin yesterday. This morning I took the time – and it took a good while, given simultaneous translation, etc – to transcribe what President Putin said at the Russia Energy Week Summit yesterday. This early morning effort was made: Because Putin is seen as holding a major […]

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