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 …

Read More