By Paul Sankey
Published on July 5, 2026 at 3:19 PM
Brief today, no homework, between hosting a July 4th Barbeque last night, watching the fireworks from the Promenade – they really lit it up big time, incredible – and the tall ships. I wondered if we would get drones, but they went with the big artillery. At one point the Brooklyn Bridge was a cascading flow of white fire into the water below. The bonus of the tall ship show yesterday morning offset the catastrophe. …
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By Paul Sankey
Published on June 14, 2025 at 9:03 PM
* BREAKING * Major fire at Marathon Petroleum’s huge 600kb/d refinery, live situation More pressure on the Trump Administration regarding oil prices, as pump prices will get squeezed higher here; California pump prices, although not a great Trump concern, are above $4.50/gallon. With that breathless start, and rather than suspend everything on media maelstrom Israel-Iran war, in this note we resolutely take a look at our favourite gas station play, Casey’s $CASY. The underlying premise …
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By Paul Sankey
Published on December 13, 2024 at 4:19 PM
With our research getting backed up this week, because of travel to Houston, this brief note covers Casey’s ($CASY). If this note’s timing is as eccentric as our covering Casey’s, and Caseys’ reporting schedule, (we are somehow in Q1 2025) then we need to publish a brief results review, now or never. We cover “energy & energy adjacent” and like to be differentiated, so we enjoy our coverage of gas station companies because no other …
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