Quote of the day: “October, baptize me with leaves! Swaddle me in corduroy and nurse me with split pea soup.” — Rainbow Rowell

Energy Transition
Paul Sankey

Chevron: This is Not an Earnings Preview

Pleased to say that next Thursday Happy Hour will be with Robert Clarke, Vice President, Upstream Research at Wood Mac, Lower 48/US/Global Unconventional E&P stone-cold expert. He comes with a strong view of things like Devon, Continental, ExxonMobil Permian, Chevron Bakken… ~ Here is my latest video, I really am doubting the YouTube videos but I have two 20-something lads who are keen to get the channel going, basically the son of a friend and

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Chevron Happy Hour – Registration Link

Thank you, anonymous hero and friend, for pointing out that I forgot to add the link for tomorrow’s Happy Hour with Jeanine Wai, Chevron IR, 4pm ET in a big week for the company. Register here: https://sankeyresearch.com/conference/sankey-strategy-session-jeanine-wai-interest-form/ To focus on the CVX outcome here, it’s pretty clear Eimear Bonner will be next CEO and Jeff Gustavson, by then, the established CFO. You can see Mike Wirth continuing as Chairman, which separation of Chair and CEO

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Energy Transition
Paul Sankey

Chevron News & Happy Hour Tomorrow

With a lot of newsflow, Happy Hour will feature Chevron tomorrow, Thursday Oct. 8, at 4 ET, with locked-in guest Jeanine Wai, Director of IR. Maybe she can bring a bonus guest. My Masters of the Universe dinner with a major market maker is tonight in Midtown. I am back in Brooklyn after a great weekend wedding in Michoacán, Mexico, the world’s avocado capital. DOE – Refining Right at top of Range for time of

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