By Paul Sankey
Published on July 18, 2025 at 10:53 AM
Just to note I am jumping on CNBC around 11:10am to talk CVX-Hess completion. You know we always tell you our view first… (ie need to send you a note before CNBC) but in fact there is a management call for analysts at 12pm, so there will be more to say later today. CVX pre-emptively fired -20% of their workforce, so you can expect the $1bn synergy target to be guided towards year end completion, …
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By Paul Sankey
Published on May 28, 2025 at 9:15 AM
Tomorrow Happy Hour, as we inexorably plough through OPEC+ meetings after meetings without meeting, we have oil analyst Hall of Famer Ed Morse to talk about the world. Providing next generation Hall of Fame, analyst Jan Stuart will join. Full bios with next invite, suffice it to say that Ed is Senior Advisor and Commodities Analyst at Hartree Partners, a large, global, privately held commodities firm headquartered in NYC. Jan is global energy strategist at …
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By Paul Sankey
Published on January 30, 2025 at 10:03 AM
Greetings! Tonight on Happy Hour, we have legendary Mr Jay Wilson, HESS. which is always a great chat, and great timing with Hess having beaten estimates in Q4 earnings reported yesterday, but then held no conference call. So come with any questions. Register for Jay Wilson today at 4pm by Zoom here: https://sankeyresearch.com/conference/sankey-strategy-session-hess-jay-wilson-interest-form/ Hess beat the Street with $1.76 EPS vs Est. $1.49. Capex $1.68bn vs $1.52bn cash from operations. Hess delivered +18% year-over-year volumes …
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