Evening No Puffin No Dunkin’
By Paul Sankey
Published on July 29, 2025 at 5:19 PM
Hot times, summer in New York City today, hitting 96°F (36°C), at least failing to break 100°F (38°C). We got the air con blasting, and all the oil news today is cryogenic. In this note we talk about Enterprise Product Partners (results yesterday, OPEC chat) and first, Baker Hughes, from the top rope, with an all-cash deal for Chart Industries (ticker $GTLS, assume the ticker is gas-to-liquids reference), just when we thought the BKR story …