Sunday Sankey 1/31/21

By Paul Sankey Published on January 31, 2021 at 11:55 AM

The feeling is that oil price action this past week was very bullish given that it is traditionally-weak January and it held up vs US$ up and market down moves. Major clients are highlighting SPACs. We see the SPAC route as a major outlet to address the market imbalance between investment $ seeking renewable energy opportunities, and lack of renewable energy market cap plays. In today‚Äôs Sunday Sankey we replicate several slides published by Houston […]

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Morning Acronyms

By Paul Sankey Published on January 21, 2021 at 8:40 AM

One of the great recent charts has been the index performance of unprofitable stocks shown below. It is notable that this index has basically doubled since the last quarterly reporting season. We expect the current reporting season to underline how insane valuations have become across non-profitable sections of the market. Furthermore, quarterly results will provide full year 2020 results and some kind of outlook for 2021. Equally, for the oils, what might be good results […]

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Sunday Sankey 1/17/21

By Paul Sankey Published on January 17, 2021 at 12:06 PM

Trying to get up this morning, I was pondering whether the US military could split and part go renegade. However we continue to believe the US constitution will prevail. Rather a negative start to the day, but I moved on to put together the Sunday Sankey for you, with energy, be it alternative, or regular oil and gas, starting the year very well. We continue to be obsessive about the US$ impact on oil prices, […]

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