By Paul Sankey
Published on April 27, 2024 at 2:11 PM
At the risk of losing you with the first phrase, dear reader, we are starting today’s note on US college campuses. A different approach to ExxonMobil and Chevron results. It is not often that the CEO of ExxonMobil – Darren Woods – brings tears to my eyes with the answer to a question, followed by me giving a mental standing ovation, but as his interview with Becky Quick on CNBC yesterday morning concluded, they had …
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By Paul Sankey
Published on March 28, 2024 at 9:00 AM
Tonight Happy Hour graveyard slot into the Holiday Weekend. Perfect time for Bordelon vs Sankey. Join us at 4pm ET for “Open Mike” Link here to register interest, or reply to this email. Sankey Strategy Session | Paul Sankey & Greg Bordelon – Interest Form ~ One thing we can chat about is “what happens to respective stock prices if the CVX for Hess deal breaks?” Source: Bloomberg, Sankey Research, WSJ, SEC In this note …
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By Paul Sankey
Published on March 24, 2024 at 7:13 PM
Delayed last night in Boston by severe storms and a ground stop at La Guardia, eventually we were the last flight to leave Logan Terminal A, and barreled into New York like a bucking bronco, especially for those of us at the back of the shuttle. We landed screaming hot, through the driving rain to what felt like a skidding stop. Welcome back to New York. Freezing! Three weeks on the road, with a final …
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