By Paul Sankey
Published on November 1, 2024 at 7:33 AM
In the US suburbs, those Halloween avenues, a “yard sale” is an innocent family rite of passage where the garage is cleared, and in the excitement you try to dump as many of the kids grown-out-of toys. In our world, is the equivalent of a major oil company announcing yet another disposal target. But in skiing, a “yard sale” describes a level of wipe out so spectacular that gear is smashed off the skier, poles, …
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By Paul Sankey
Published on May 15, 2024 at 4:42 PM
*** PREMIUM EVENT *** Tomorrow Happy Hour 4pm ED MORSE – the most tenured Wall Street (and DC) Oil guru, now Special Advisor to Hartree Partners, formerly Citi, CS, LCM, Lehman, Barclays, Hess, Phillips, President of Energy Intelligence, DOE under both Carter and Reagan, Princeton PhD, Johns Hopkins… the man is an oil legend. Register interest here: https://sankeyresearch.com/conference/sankey-strategy-session-ed-morse-interest-form/ Uncutting Ribbons, Restoring Emissions Renewable Diesel (RD) is a real-time disaster that provides a bitter cautionary tale …
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By Paul Sankey
Published on December 30, 2023 at 3:45 PM
Excitement is mounting for our refining conference day next week 3rd January. We also have a former big time oil trader and a former CFO of one of our independent refiners joining dinner 2nd January with Ole Slorer. Still space available if you are in Miami by Tuesday, please join. This note has company specific questions for the Tuesday participants, six companies back-to-back. There is no limit to participants if you want to join the …
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