CVX-Hess Feedback? Pushback.

By Paul Sankey Published on May 23, 2024 at 9:48 AM

This evening 4pm – Strategy Session Greg Bordelon on “Model Portfolio” featuring Jim Mooney. Portfolio Manager Death Match, Greg Bordelon vs Jim Mooney. The two friends and former colleagues at Millennium will debate process and application in running money in the oil and oil adjacent sectors. Both fabulously smart, experienced, knowledgeable, I am really looking forward to what they have to say. Register here: Sankey Strategy Session | James Mooney – Interest Form ~ Feedback …

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Sunday Non-Plussed, OPEC+ and Rubber Chicken

By Paul Sankey Published on May 5, 2024 at 6:51 PM

Well personally, I feel like I got run over by Fed Chair Jay Powell last week, because I expected him to be hawkish, but he was dovish, simple as that. Guess there’s enough evidence of economic slowdown, for him to think that interest cuts are coming. CNBC May 1st 2024: Federal Reserve Chair Jerome Powell said it was unlikely that the central bank’s next move will be a rate hike. The comment spurred a rally …

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Hess very latest: Stabroek Whiptail Sanctioned

By Paul Sankey Published on April 12, 2024 at 10:52 AM

News: An amended S4 was filed today by Chevron. New news is that they asked the tribunal (International Chamber of Commerce in the Hague) for the merits of the case to be heard in Q3 with a decision by year end. News: Guyana Stabroek partners sanction a 6th Guyana floating production and storage vessel (FPSO) as expected. Whiptail will develop >850 mmboe for $12.7B, an encouraging improvement on finding and development (F&D) basis relative to …

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