Sunday Salt Cod and Idiot Caballeros

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

Sunday ExxonMobil’s Rock Role

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

EOG: An Apple (of Oil) a Day Keeps the Bears Away

By Paul Sankey Published on November 21, 2024 at 7:02 AM

Premium Event Today This evening, Happy Hour, top Republican Lobbyist Aaron Cutler, we sent his bio to you yesterday evening. Date/Time – Thursday, November 21st 4PM ET; Guest – Aaron Cutler Registration Link – Click Here ~ We describe this as the worst normalized oil balance we have seen in our careers. Demand fine, monstrous over-supply. In OPEC alone (ie ignoring OPEC+, especially Russia and Kazakhstan) Bloomberg lists 33.5mb/d of crude oil production capacity vs …

Read More