By Paul Sankey
Published on August 7, 2025 at 12:30 PM
There is an absolute fury of oil & gas news today. In this short note, two simple charts will hopefully broaden your perspective on India vs global oil markets. Great time to discuss oil markets on Happy Hour TODAY with Rory Johnson, Commodity Context, barrel counter par excellence 4pm TODAY ZOOM PLEASE JOIN: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ Furious flurry of oil headlines this morning; on earnings, macro, you name it. Fed Chair. Everything. Noted management change at …
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By Paul Sankey
Published on January 8, 2025 at 6:18 PM
With genuine respect for Jimmy Carter, we nonetheless pressing ahead with our refining conference tomorrow, as we see it as time-sensitive to get in as close to the start of the year as possible. In case you missed it, tomorrow the Federal government and all the major US markets are closed. But the Sankey Research Refining Conference Day II continues unabated. We have oil to boil. Frees up time for you to join! The two …
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By Paul Sankey
Published on February 4, 2024 at 6:07 PM
Greetings, Having started last week upbeat on Big Oil results vs the market, expounded in this note last Sunday, my mood darkened throughout the week, culminating in depressed mood by Friday. Why? This oil sector’s performance vs the market. On Friday, with me optimistic on an earnings beat, ExxonMobil released its Q4 2023 results with a beat, right enough, and announced Q4 capex above Q3’s guidance. You can imagine the groan from Sankey Research HQ, …
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