By Paul Sankey
Published on June 24, 2025 at 10:05 AM
This evening, we meet in the Parlour Bar at the Intercontinental, Midtown Manhattan, I will be there 4:30pm meeting Devon and then hang out drinking heavily and telling ribald jokes. Please join. In fact I will be sipping non-alcoholic beer, listening politely. Hopefully to ribald jokes. Sully is in, and he adds value every time. We can talk industrials! Sully is not Brian Sullivan, who was scheduled to interview me again yesterday, but I pulled …
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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 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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