Brian Sullivan

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Brian Sullivan

Brian Sullivan

@SullyCNBC

CNBC. Power Lunch 2p ET. Chief Energy Reporter. Interested. Storyteller.

America Katılım Mart 2009
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Brian Sullivan
Brian Sullivan@SullyCNBC·
Global markets starting to feel way too complacent about Iran War. Not only are costs beginning to spike in things like shipping .. .but we are weeks (days?) away from hearing about shortages in things like fertilizer, jet fuel, and more. Poor countries are going to feel it first. Stay focused and nimble.
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Brian Sullivan@SullyCNBC·
Dolphins, fishermen and LNG. Good morning from Louisiana.
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Brian Sullivan@SullyCNBC·
Two state day tomorrow. See you in Texas and Louisiana tomorrow to talk LNG, energy, Iran, gas prices and more. (PS @united I'm enjoying the @Starlink ... hugely helpful)
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Brian Sullivan
Brian Sullivan@SullyCNBC·
True. And funny b/c a year ago I wrote a post about how people don't "lose money until they sell" and half the people lost their minds. Ah, the internet.
Curtis Hayes@hayes_curtis

@SullyCNBC They aren’t rich until they sell.

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Brian Sullivan
Brian Sullivan@SullyCNBC·
What a @PowerLunch today Markets at record highs .. Dow back above 50,000 $CBRS IPO one of the biggest ever Trump meets with Xi in China And two superstars in the fast lanes of their industries Lets go!
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Brian Sullivan
Brian Sullivan@SullyCNBC·
Lots of longtime Cerebras employees are going to get really, really rich today .. and good for them! They built the company. Yes, many will have to wait to actually sell the stock but at least today ... congrats! It's what the capital markets are all about ... $CBRS
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Brian Sullivan
Brian Sullivan@SullyCNBC·
Sur-ee-brahs Sehr-uh-brass Sir-eeb-rus "that chip company" However you pronounce it ... it's gonna be a big time IPO
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Brian Sullivan
Brian Sullivan@SullyCNBC·
New issue out tomorrow. Sign up peeps 👇👇
Brian Sullivan@SullyCNBC

Huge thank you to all who have signed up for my weekly energy intelligence piece Power Insider .. and for those who haven't, here's the link to sign up: bit.ly/4mXRBfv My 'hot takes' of the week + meet key energy insiders + stock ideas + links to what we are reading and writing now. It's going to keep evolving so also happy to hear YOUR ideas on what you want to see and read and WHO you want to meet in the world of global #energy @cnbc @PowerLunch

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Brian Sullivan
Brian Sullivan@SullyCNBC·
Things just keep getting worse for the UK. Energy costs soaring, borrowing costs soaring, and now the latest Prime Minister is being pressured to quit. cnb.cx/48R7TBk I reported from London back in 2021 (on one of the first reopened lockdown flights) on how 'energy poverty' and inflation was a big risk for the country.
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Brian Sullivan
Brian Sullivan@SullyCNBC·
This and another ship in SF Bay are the ones I referenced below. CA’s energy supply situation may get worse before it gets better.
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Brian Sullivan@SullyCNBC

As I just said on @PowerLunch: there is a non 0% chance that some parts of California face gasoline shortages soon. The last few years CA has increasingly relied on imported oil and refined fuels -- much of it from the middle east -- and the shipping problems around Hormuz mean if there is slowdown in ships coming into CA ports, shortages are possible. Not saying it WILL happen - state based buyers should be able to out bid others for the gas (hello, higher prices!) - but I think real chance some stations just can't get gas. Two ships currently in port in California came from Algeria and Iraq respectively. Not many ships behind them. Next few weeks going to be ... interesting.

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Brian Sullivan
Brian Sullivan@SullyCNBC·
Back on the east coast and ready to rock on @PowerLunch as this rally rolls on BUT not every big name stock is rolling. we've got some big names that have been beaten up back to multi-year LOWS. Value .. or value traps? We show u the names. Tune in 15 mins. #buylow #sellhigh
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Brian Sullivan
Brian Sullivan@SullyCNBC·
Of course Putin wants to deal with Gerhard Schroeder .. they go way, way back Putin says he thinks Russia-Ukraine war is coming to an end | Reuters
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Brian Sullivan
Brian Sullivan@SullyCNBC·
Great folks. Was there just over a year ago. It was -7 when I woke up. In June. I learned a ton but a few things stand out 1) how proud, tough and friendly the people are 2) they do not 'hunt' whales, they are 'blessed by a whale' and it is a massive honor and blessing for the entire town 3) polar bears are huge, fast and way more common than you'd think
NWS Fairbanks@NWSFairbanks

☀️ Today in Utqiagvik (the northernmost city in the United States), the sun rose above the horizon at 2:57 AM and won’t set again for 84 straight days or until August 2nd! Here's a look at a timelapse showing the sunset and sunrise this morning. #akwx

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