By Paul Sankey
Published on May 7, 2025 at 9:43 AM
Tomorrow LIVE Thursday 5/8/25 Happy Hour in Boston 4:30pm at Bostonia Public House. Drinks on me. With a degree of inappropriateness, I said that we sought recommendations for a cool bar in Boston, the “type of bar that has a hot chick DJ’ing”. I was thinking Miami or Dubai vibe. Client response to my query for “that” bar: “Have you ever been to Boston?” Furthermore, our base load client has dropped out, this will be …
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By Paul Sankey
Published on January 22, 2025 at 10:06 AM
Hybrid bonus Refining Conference/E&P Session tomorrow Thursday 4PM, leading private equity and refining executive: Jeff A. Stevens. Jeff was a stalwart of the Sankey Refining conference back when he was CEO of Western Refining, which was ultimately sold to Greg Goff’s Tesoro for $6bn in 2017. Subsequently he built and just sold a major Permian private E&P player, Franklin Mountain. He has fascinating insight to US oil investment. Coterra Announces Accretive Permian Basin Acquisitions November …
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By Paul Sankey
Published on June 1, 2024 at 12:27 PM
“That must mean we’re up here at Gobbler’s Knob, waiting for the forecast from the world’s most famous weatherman, Punxsutawney Phil.” Phil Connors (Bill Murray), Groundhog Day (1993) We are back to writing about E&P M&A … again. Our conclusions are broadly unchanged: Big companies are being incentivized by the market to take over the small, but with an evolution on the margin that finds asset quality now of equal importance to valuation; we are …
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