By Paul Sankey
Published on December 7, 2025 at 4:42 PM
Snow! To break the jinx, I didn’t mention it this year, but tradition dictates: “Go short oil after Labor Day”, and then, “BUY them again on the first snow in New York City. That’s December 5th”. Old school chat. December 5th, we had actually calculated, was the typical date for first snow in NYC. The analysis was seasonal, and the conclusion was that everyone expects US E&Ps, refiners, to trade seasonally, but actually we showed …
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By Paul Sankey
Published on December 3, 2025 at 11:45 AM
Tomorrow 4th December 4pm ET delighted to say we have James Walter, Co-CEO of Permian Resources, on our weekly Strategy Session. Like Rich Kruger, Suncor CEO, who was a guest a couple of weeks ago, these are not CEOs that appear at every Dog & Pony show, by any means, so it is a real pleasure to talk to James, who we can safely say, is impressive. Co-CEOS Hickey and Walter had enormous success with …
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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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