Sankey Research
@crudegusher
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Institutional Investor (ii) 2023 ranked #1 Independent Wall Street Research: Energy
Brooklyn Heights, Brooklyn
Joined July 2009
I was indeed filled with pride on this one.
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*BP SHARES QUICKLY RISE, EXTENDING GAINS TO 2.1% IN LONDON.
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Further to the weekly video, reports: Indian State Refineries Halt Russian Oil Imports – (Reuters/Moscow Times).India’s state-owned oil refiners have not imported Russian crude over the past week as discounts have narrowed and U.S. President Donald Trump warned that buyers of.
Weekly video dropped, wanted to film from the John Singer Sargent exhibit at the Met, but it was not place to start yelling about Trump, Putin, and oil. Global Energy from a Wall St perspective - Q2 ‘25 Results Edition via @YouTube.
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Weekly video dropped, wanted to film from the John Singer Sargent exhibit at the Met, but it was not place to start yelling about Trump, Putin, and oil. Global Energy from a Wall St perspective - Q2 ‘25 Results Edition via @YouTube.
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This is why we keep saying "after Labor Day", target low is February 2026. Question is if we get a second low Feb 27. Or if we never go there at all. #BRENT #Oil.
CHART OF THE DAY: The seasonality of the oil market has changed dramatically. Because the shift has happened incrementally over a long period, it often doesn’t get the attention it deserves. But the chart below makes it obvious. My @Opinion take here:
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On Tuesday of this week (July 22nd 2025), the highly anticipated results of the capacity auction for the largest regulated publicly traded electricity market in the world, the PJM (Pennsylvania, New Jersey, Maryland) power system will be announced. PJM serves 65 million people.
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Video dropped! Subscribe to avoid delays while I try to take American Airlines from Morelia to New York via Dallas, which yesterday involved a lot of Dallas. Inflation Putin vs Trump, Population Deflation Morelia México . $CVX $HES $VLO $XLE . via.
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OPEC and oil. Why not be in Vienna? Why? To those who said we could not get a better shot that yesterday's.
In 25 years covering the oil market, I have never seen anything like this: . OPEC has widened its media ban, this time excluding the WSJ, NYT, FT, Reuters and Bloomberg (including myself) from attending its biennial industry conference in Vienna. #OOTT
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We made it, Red! Escaped to Zihuatanejo and got a wicked drone operator for the killer final shot. Weekly video:.
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Public service Spotify playlist live from Brooklyn Heights waiting for the first Macy’s “Firework spectacular” to be from BK Bridge in 6 years. 100,000 expected, NYPD is locking it down. 9.30pm ET. Eric Adams has shut the Promenade but for NYC employees. We residents are not.
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Caught in the middle of a political battle, @BlackRock reaffirmed its focus is helping millions of Americans save for retirement. They warned that injecting politics from either side risks undermining financial performance.
prosperityretirementalliance.com
Millions of Ameircans depend on the security of their retirement savings to live with dignity after a lifetime of hard work. That’s why the Alliance for Prosperity and a Secure Retirement (APSR)...
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A truly great non-story, story:. HOUSTON, July 3 (Reuters) - The arbitrators in a legal dispute between Exxon Mobil (XOM.N), Hess (HES.N), have reached a decision related to a major oilfield project in Guyana, according to two sources familiar with the matter. The ruling will
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Just keep republishing this chart it’s all you need to know. We should also offer to fly protestors to China 🇨🇳.
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Which (below “Iran oil high exports” tweet from mi amigo Javier), is of course bullish oil. Don’t get carried away bullish, it’s July. But! Cold winter globally 2025/6 would be two on the trot and the entire energy market re-prices higher. Because we know summers will be hot, we.
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