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 6, 2025 at 10:34 AM
Freezing winter slush day, very on-brand early February here in Brooklyn Heights. Freezing wet mix, snowy rain settling as sloppy snow. Cold. Black and white; grey. Time for Happy Hour! TONIGHT Happy Hour Zoom 4pm ET Jake Spiering of Chevron Another timely guest, after we did Hess and Jay Wilson last week. Jake is a terrific spokesman/investor relations for Chevron, market cap $275bn, $31.5bn of cashflow from operations in 2024, $15bn capex, production 3.33 mboe/d …
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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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