By Paul Sankey
Published on April 13, 2025 at 4:14 PM
One of the recent Happy Hour lines that struck me, came from a Republican lobbyist who was a guest in the interim between Trump winning, and Trump being inaugurated. He repeated “tariffs” strongly, then followed up by saying that “During Trump 1, our firm had a track record of 85% success in getting an exemption on tariffs for our clients.” Hmmm. Sure enough, this weekend we have the “Tim Apple Tariff Exemption” whereby suddenly per …
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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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By Paul Sankey
Published on December 8, 2024 at 7:27 PM
Dear All, Sorry I am late. But time just flies at this time of year, really from Labor Day, to Christmas, and we are flying. I have been struggling to get ahead all day. Now, this week to Houston, with the main event being the ExxonMobil upstream focus day on Wednesday 11th. Some people are looking for capex as high as $30bn a year, and that will not be well received, in the context of …
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