Quote of the day: “I need the cash in charge if I want to finance the diversification,” CEO Patrick Pouyanne said at International Energy Week in London in February. “I need to maintain this dance. I need to continue to develop oil and gas.”

Energy Transition
Paul Sankey

Happy Norwuz! Fresh From the White House Lawn?

TODAY will be Diamondback CEO-designate Kaes Van’t Hof on Happy Hour, 4pm ET. Premium event. Register here. This might be the best-timed C-chat we have ever had. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-cfo-president-kaes-vant-hof-interest-form/ Great timing? According to very limited reports Diamondback is fresh from meeting Mssrs Trump, Wright, and Burgum at the White House, don’t have the exact corporate execs in attendance, but there is an unofficial list of the companies. Nobody energy company seems to want to say much,

Read More »

Sunday “How Not to IPO”

Greetings, Today we feature Greg on “how not to IPO” after the travails of Venture Global and now Net Power. We were initially positive on Net Power, but subsequently became very concerned on costs and timing. On Venture Global, we were just outright negative. We update in this note. Highlight of this week will be Kaes Van’t Hof on Happy Hour, 4pm ET. Premium event. He is CEO designate at Diamondback $FANG. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-cfo-president-kaes-vant-hof-interest-form/ ~ A

Read More »
Energy Transition
Paul Sankey

Whip-smart Yanks and Clueless Brits

Hi, Please join Happy Hour tonight at 4pm ET, which right now is 8pm London Time, and for this confusion, I hope Donald Trump crushes Daylight Savings Time. Stroke of a pen! Source: Wikipedia Premium Events: Today Thursday, March 6th, 4PM ET Robert Mullin – General Partner Marathon Resource Advisors, CIO, PM, Natural Resources Fund. Robert has strong chat based on deep experience in running money in our space. Prior to founding Marathon, 1996-1998, Mr.

Read More »