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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By Paul Sankey
Published on February 5, 2025 at 6:41 PM
Venture Global is truly an extraordinary story. A massive US LNG export player, in the past decade developed from zero to 30Mt a year; this start-up company “Venture Global” $VG has driven a huge part of the stunning rise in US natural gas exports. Since just 2016, the US has gone from no exports to become the world’s largest liquid natgas – LNG – exporter. VG has been huge in that. We showed you in …
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By Paul Sankey
Published on August 8, 2024 at 9:27 AM
Looking forward to today Happy Hour 4pm Eastern Time (ET) today talking to former XOM engineer and Citadel Portfolio manager, partner Greg Bordelon on open mic – join and we can get some views – group therapy – from major investors. Register here: https://sankeyresearch.com/conference/sankey-strategy-session-paul-sankey-greg-bordelon-interest-form-5/ By Zoom, after the last major event in track & field today . Track and Field Gold Medals today ET: Source: Google ~ Bloomberg 8/8/24 JPMorgan Says Three Quarters of Global …
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