By Paul Sankey
Published on March 9, 2025 at 4:43 PM
With the violent markets and noise, we are reluctant to chase the puck week-by-week, and so we step back almost entirely into a long term thematic: Chevron Tengizchevroil, and a really positive view of Chevron here. That thematic is linked as a pdf just below, hope you enjoy. The key section is highlighted in the contents under the imaginative title “Key Section”. Essentially, the genesis & core of this note was Greg Bordelon going back …
Read More
By Paul Sankey
Published on February 27, 2025 at 9:42 AM
Tonight! At 4pm Eastern, 9pm my time, London. We have another top oil executive on Happy Hour Zoom. Thursday, February 27th, 4PM ET, Zoom Guests – Plains All American’s CEO, Willie Chiang & Blake Fernandez, IR Premium Registration Link – https://sankeyresearch.com/conference/sankey-refining-conference-plains-all-american-interest-form/ Willie is fantastic, and we can chat a bit about some of the reminiscences of this note. When we talk about ConocoPhillips in the 2000s, Willie was right there. I first met him back then as …
Read More
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 …
Read More
