By Paul Sankey
Published on December 22, 2024 at 7:21 PM
May Peace be with you all, First let me say to you, season’s greetings! Welcome to the end of 2024. We at Sankey Research – Greg and I with Analyst Hub hosting – joyfully hope for a great season for all. Let’s hope for the best from Trump II into 2025; the good news is, the world can hardly get crazier. It really feels like these are unprecedented times of weirdness. But as you know, …
Read More
By Paul Sankey
Published on December 15, 2024 at 4:28 PM
*** Save the Date *** Sankey Research 12th annual January Refining Conference 2025 6th January (primary) & 9th January Virtual, details to follow. All major US independent refiners will be represented at C-level ~ Poof! Just another week in 2024, as drone swarms over NJ knocked the CEO assassin off the front pages. This is the last full market week of the year, and what a year. The latest “what the?” 2024 moments, are just …
Read More
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 …
Read More
