Sunday Paty, Paty, and St Patrick

By Paul Sankey Published on March 17, 2024 at 4:32 PM

Greetings, Happy St Patrick’s Day to all, not least my wife Patricia and her mom, Patricia, both “Paty”. A thought today for my Irish grandmother, Ivy. From Cork. This past week: ExxonMobil slipped out the old Friday-night-after-the-close press release on yet more Guyana exploration success Profrac announced a market share war in US pressure pumping that we thought so significant, we started a major oil price & market thematic. Stay tuned on ACDC (the ticker …

Morning Whales, Dolphins, Sharks and Chickens

By Paul Sankey Published on March 13, 2024 at 9:51 AM

Great client feedback our on CVX-Hess note that was published overnight and is in your in-box. Noted, attacks on Russian oil infrastructure and refineries are significant, in our view. Impacts on Russian refining are bullish diesel and bullish US refiners. Bloomberg 03/13 11:01 *KIMMERIDGE ISSUES OPEN LETTER TO SILVERBOW HOLDERS Bloomberg 03/13 Top Biomass Power Supplier Enviva Files For Bankruptcy ~ Now for something completely different – within oil – but no less interesting. Northern …