Sunday Sankey 11/15/20

By Paul Sankey Published on November 15, 2020 at 2:46 PM

I’ve been at the computer working like a chickenhawk on Adderall this morning and it still got late in the Sunday. Patricia is having a lovely time in beautiful weather in Mexico at San Miguel de Allende – an absolutely fantastic place with my globally top five favourite hotel – the Rosewood – right there. It might be my favorite, that is how wonderful that place is. Another top five is the Imperial Palace Hotel […]

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Morning Lumber 8/17/20

By Paul Sankey Published on August 17, 2020 at 9:09 AM

With our “new 1950s” theme of US suburbanisation, featured in the Sunday Sankey last week as this week sees many suburban stocks reporting (Home Dept, Lowes), we got some feedback on our lumber price boom commentary yesterday. One thing that your energy transition former oil analyst immediately noticed when he looks at the discussion around lumber prices: nobody mentions the US$. With marginal supply coming from Canada, a quick screen on the DXY trade-weighted US$ […]

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Sunday Sankey 8/16/20

By Paul Sankey Published on August 16, 2020 at 9:57 AM

With several “suburban stocks” reporting next week, Home Depot, Walmart, Lowes, Target, this week our “New 1950s” theme gets a run, with additional slides on derivatives such as lumber and copper. Notably lumber prices are skyrocketing, and we once again highlight that wood produces more electricity than wind in the US, and that wood with biomass is the largest part of of US “renewable” electricty generation (see slides within). Continue reading

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