By Paul Sankey
Published on November 9, 2025 at 5:34 PM
Busy week ahead! ENI ringing the bell on the NYSE tomorrow with management comments meeting for analysts. I’m seeing if I can jump on CNBC while I am on the exchange floor. It is a TV set and bell ringing photo op these days. The traders nowadays are chips in data centers. Those guys on the floor are extras. Woodside CEO Meg O’Neill dinner on Tuesday. CVX post-Hess analyst meeting Wednesday November 12th. Happy Hours …
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By Paul Sankey
Published on September 14, 2025 at 7:35 PM
Refining margins are doing well as we enter the bearish period for oil prices, with Russian refining and sanctions impact visible in Middle East oil prices vs Atlantic Basin (Brent-Dubai spread) and tanker rates (soaring). Phone a friend… I asked shipping guru (former Morgan Stanley #1 ranked tanker and oilfield service analyst) Ole Slorer why tanker rates are soaring? “OPEC” he replied, keeping it simple. More barrels getting sucked into Asia, particularly, it would seem, …
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By Paul Sankey
Published on September 12, 2025 at 4:33 PM
Dear Premium client: Global gas royalty right here! This is a good tight hour on the latest view that boils off to chronic upcoming LNG over-supply. Great stuff from speaker Ira Joseph, with questions and comments from Jay Saunders (Jennison natural resources PM) and Gordon Shearer (Poten Partners global LNG consultant). I wholeheartedly recommend this hour long run through global gas, with sophisticated questions and comments. And mercifully few interuptions from moi. Thanks to all. …
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