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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By Paul Sankey
Published on July 11, 2024 at 12:51 PM
Today shortly 2pm Rob West of Thunder Said on Happy Hour: Sankey Strategy Session | Rob West – Interest Form Chevron-Hess intraday Source: Bloomberg *CHEVRON-HESS DECISION DELAYED BY FTC TO AFTER EXXON ARBITRATION Guess it kind of makes sense, international asset or not, if the FTC wants to know the final nature of the deal before judging it. The bigger deal is the arbitration decision anyway, we think. Is there a timing agreement issue between …
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