By Paul Sankey
Published on April 27, 2025 at 8:17 PM
Greetings, We can keep it shorter today, as yesterday we sent you a Greg Bordelon thematic special on China energy tariffs, not to mention he beat me this evening and released his Model Portfolio note just now. The China note yesterday I most enjoyed reading & editing, and adding fun asides, from the Delta lounge at LAX on Friday night before I took the red-eye back here to Brooklyn. No wonder I never normally take …
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By Paul Sankey
Published on March 20, 2025 at 8:23 AM
TODAY will be Diamondback CEO-designate Kaes Van’t Hof on Happy Hour, 4pm ET. Premium event. Register here. This might be the best-timed C-chat we have ever had. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-cfo-president-kaes-vant-hof-interest-form/ Great timing? According to very limited reports Diamondback is fresh from meeting Mssrs Trump, Wright, and Burgum at the White House, don’t have the exact corporate execs in attendance, but there is an unofficial list of the companies. Nobody energy company seems to want to say much, …
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By Paul Sankey
Published on January 30, 2025 at 10:03 AM
Greetings! Tonight on Happy Hour, we have legendary Mr Jay Wilson, HESS. which is always a great chat, and great timing with Hess having beaten estimates in Q4 earnings reported yesterday, but then held no conference call. So come with any questions. Register for Jay Wilson today at 4pm by Zoom here: https://sankeyresearch.com/conference/sankey-strategy-session-hess-jay-wilson-interest-form/ Hess beat the Street with $1.76 EPS vs Est. $1.49. Capex $1.68bn vs $1.52bn cash from operations. Hess delivered +18% year-over-year volumes …
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