By Paul Sankey
Published on May 18, 2025 at 2:30 PM
This Sunday note is primarily further to Woodside. We had dinner with Graham Tiver, Woodside CFO, last Tuesday evening. ~ Right now we are focusing on thematic research, because there ain’t no point in chasing this market day-to-day. With that said, to now comment very briefly on markets, we had Torsten Slok on Happy Hour Thursday, so we are covered on macro. We emailed you his slides. Every indicator with the possible exception of US …
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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 February 16, 2025 at 4:44 PM
Last night we sent you a note “Valero: Nothing to See Here” jammed with oil market/refining/Valero/PBF/Neste Elliott Management/BP etc chat. In eccentric fashion, the note was approved and distributed yesterday on Saturday night at 11:15pm. Just the perfect timing for a work email. So this note serves to highlight it to you, and keep it brief otherwise. Stay tuned for Sankey Research Partner Greg Bordelon model portfolio update later today, I suspect, but don’t know, …
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