By Paul Sankey
Published on December 15, 2024 at 4:28 PM
*** Save the Date *** Sankey Research 12th annual January Refining Conference 2025 6th January (primary) & 9th January Virtual, details to follow. All major US independent refiners will be represented at C-level ~ Poof! Just another week in 2024, as drone swarms over NJ knocked the CEO assassin off the front pages. This is the last full market week of the year, and what a year. The latest “what the?” 2024 moments, are just …
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By Paul Sankey
Published on October 12, 2024 at 1:58 PM
With ExxonMobil approaching a December 11th analyst day, which we believe is not only a major milestone in the company’s history, but also global oil & gas history, we did what we did with Guyana. We took it to the mat. In this extensive note, we went back through every ExxonMobil conference call and analyst meeting, starting with the company’s completely wrong forecast for the US hydrocarbon balance in 2006, through the 2010 XTO deal, …
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By Paul Sankey
Published on October 9, 2024 at 7:26 AM
The internet here at my parent’s apartment is so bad that I looked at buying a Starlink. £299 from Curry’s (British ~Best Buy). I’m tempted to, but in this basement flat, we only have a 20ft square patch of skylight. So now I am running internet from my iPhone and it seems okay including a full Bloomberg. Hats off to technology. And frankly, hats off to Elon. How did he come up with – and …
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