By Paul Sankey
Published on December 9, 2025 at 9:11 AM
ExxonMobil released the slides from their 2025 Outlook Corporate Presentation today. We are to knee jerking a note to you before they say “Good Morning”. Tonight, dinner with DINO CEO Tim Go and team, questions on a post card please. We think Tim is a “buy good management” guy. Bit like XOM and Chevron. Thursday evening, same gig with Chevron senior management. Dinner in midtown. ExxonMobil are hosting their call now, starting at 9am CENTRAL …
Read More
By Paul Sankey
Published on December 7, 2025 at 4:42 PM
Snow! To break the jinx, I didn’t mention it this year, but tradition dictates: “Go short oil after Labor Day”, and then, “BUY them again on the first snow in New York City. That’s December 5th”. Old school chat. December 5th, we had actually calculated, was the typical date for first snow in NYC. The analysis was seasonal, and the conclusion was that everyone expects US E&Ps, refiners, to trade seasonally, but actually we showed …
Read More
By Paul Sankey
Published on November 30, 2025 at 7:41 PM
Okay, Well that was a good Thanksgiving break. I hope yours was too. This week December 4th: James Walter – Co-CEO of Permian Resources Thursday at 4PM ET, another great guest. Viviano last week was terrific. Registration – Click Here ~ Nothing like a few days off to wander back in to major uncertainties in oil markets; albeit the uncertainties are broadly the same as they were a week ago: Venezuela – airspace closed per President Trump tweet. Some …
Read More
