Friday Sankey 11/12/21

By Paul Sankey Published on November 12, 2021 at 8:54 AM

Just spent £100 on a belt that doesn’t fit. Huge Waist. The misuse of the word literally drives me figuratively insane. The sky was looking ominous so I asked Siri, “Surely, it’s not going to rain today?” She replied, “Yes it is, and don’t call me Shirley.” That was when I realized I’d left my phone on Airplane mode. Major geopolitical tension continues in Europe against the backdrop of natgas prices trading at $25/mmbtu before […]

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Parakeet Sankey 9/26/21

By Paul Sankey Published on September 26, 2021 at 2:20 PM

Jolly Sunday to you, Global energy crisis: Having written at length about this eight days ago in the note “Germany & UK vs the USA”, all week I have been reading about the global energy crisis led by the UK and Germany. Everyone makes the same points, last year cold global winter leading to low natgas storage, lack of wind in Europe, nuclear shutdowns, Asia squeeze, Russia squeeze etc. The one I talked about in […]

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Sunday Sankey 9/19/21

By Paul Sankey Published on September 19, 2021 at 1:43 PM

Quick Sunday Sankey today. If you want to read more, yesterday there was a long email on Europe vs US energy transition dynamics with a focus on two leaders: UK and Germany. Emailed yesterday on the web at www.sankeyresearch.com It has occurred to me that we may just enter a long, grinding, bear market, as stretched valuations and lack of new marginal buyers slowly erode the market. I mean like a 1970s multi-year market deflation. […]

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