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Quote of the day: By a continuing process of inflation, government can confiscate, secretly and unobserved, an important part of the wealth of their citizens. – John Maynard Keynes
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Paul Sankey

And the ’68 Summer Festival Wallflowers are Thinning*

Today 4pm Happy Hour is open mike Sankey vs Bordelon. We can discuss FTC vs Scott Sheffield – press release today from PXD – earnings, oil & gas markets, everything! Register to me and Greg here: https://sankeyresearch.com/conference/sankey-strategy-session-paul-sankey-greg-bordelon-interest-form-2/ Next week, macro maven Luke Gromen. Register for Luke here: https://sankeyresearch.com/conference/sankey-strategy-session-luke-gromen-interest-form/ ~ We are not super-bearish! Except natural gas … equities. And onshore service. A reader said she was reading our distillate note from Saturday and stopped reading

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Paul Sankey May 2, 2024 12:28 PM
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Paul Sankey

FTC approves ExxonMobil-Pioneer deal… except that guy: WSJ

First the shock news… FTC to approve XOM-PXD deal. Then the condition: Pioneer CEO Scott Sheffield cannot join ExxonMobil’s board because of anti-competitive collusion with OPEC. All this is as reported by the Wall Street Journal this evening. Knee jerk first thoughts: Very first thought? You have to suppress a wry smile. Imagine the weeping and wailing at ExxonMobil’s “God Pod” management floors at this loss; get the Pioneer acreage, but not Scott Sheffield. Gosh darn

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Paul Sankey May 1, 2024 6:23 PM
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Paul Sankey

Sunday Disty, Luxury, and Sarkozy

Hello, Distracted by the Knicks WIN, this afternoon. Hard fought to 3-1 in the series vs Philadelphia. A quick run around on distillate today, we skip over a rabbit hole with luxury goods stocks, and brace you for a massive week of earnings for E&P, unless like the average investor, you own “XOM, or CVX, or COP, Valero, a midstream, and one other, let’s do FANG”. “Pitching OVV to portfolio managers is hard, however rational

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Paul Sankey April 28, 2024 6:23 PM
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