By Paul Sankey
Published on March 26, 2025 at 8:57 PM
Before he hit the podium at the Shell 2025 analyst meeting yesterday, I had a nice and very humorous chat with CEO Wael Sawan about being part of a group of stealth-Canadians – with Murray Auchincloss the CEO of BP and Greg Ebel the CEO of Enbridge – who had hockey jerseys under their suits in the Trump Oil Executive White House summit last week. Evidently they were all at one end of the table …
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By Paul Sankey
Published on March 12, 2024 at 11:22 PM
Heading to Houston next week, following major oil leaders, lots of chat on the biggest oil corporate story right now. In this note we update our delineation of Guyana’s Stabroek block, with a view to the value that is essentially disputed in the takeover battle between Chevron and ExxonMobil for Hess. Many have noted how disclosure on Guyana from XOM was shut down nearly two years ago, and we speculate. We delineate Hess value, as …
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By Paul Sankey
Published on February 15, 2024 at 10:03 AM
The market whisper is that natgas is heading to break the buck (<$1/mmbtu Henry Hub). Time to buy natgas? We are not switching stance until Comstock capitulates. The company reported results and held its conference call yesterday. ~ ExxonMobil: the company risks Maduro vs Guyana as 1:10 risk where one is low. Clients are asking about Chevron’s delayed proxy too. CVX say the S-4 will be issued this quarter and “nothing recently in the news …
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