By Paul Sankey
Published on April 25, 2024 at 10:14 AM
Today – yesterday’s DOE data. Hess earnings commentary: “Good morning. HES 1Q results are out … and are not bad if I do say so!” Valero out: slight beat. NESTE terrible, stock getting crushed. FTI really good results supporting our long offshore short onshore thesis. Antero OK ~ THIS AFTERNOON 4PM ET Mark Rossano and Fernando Valle of G6 private equity are on Happy Hour. Both are outstanding on the entire energy complex from rig …
Read More
By Paul Sankey
Published on January 25, 2024 at 12:47 PM
Happy Hour will be interesting this evening at 5pm with Kimmeridge: Chesapeake-Southwestern among other subjects for Mark Viviano: Mark Viviano Kimmeridge today Thursday, January 25th, 5:00pm EST Sankey Strategy Session | Mark Viviano – Kimmeridge – Interest Form | Sankey Research or RSVP to this email ~ Invite: Valero Senior Management Zoom call, part of US refining conference, SAVE THE DATE: February 8th at 10am Eastern. 2024 Sankey Refining Conference – Interest Form | Sankey Research Good …
Read More