By Paul Sankey
Published on December 4, 2024 at 5:30 PM
We are working up a terrific list of Happy Hour C-level guests under our virtual refining conference umbrella starting January 6th, with confirmed E&P C-suite lining up later in January. In the meantime, cometh the OPEC meeting tomorrow, cometh the chat from Kathleen Kelley, the OPEC whisperer: At 4pm ET tomorrow please register for this PREMIUM EVENT by clicking the link below; we anticipate that OPEC will be at or close to a decision Middle …
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By Paul Sankey
Published on November 24, 2024 at 3:24 PM
Woke up this morning feeling pretty chipper, perhaps encouraged by very positive feedback and some really constructive additional comment on yesterday’s big $GOLD (Barrick Gold) note. Took a look at the computer, and found myself three hours later, something of a jibbering wreck. Why the mental deterioration? I listened to four successive podcasts featuring Scott Bessant, the new Treasury Secretary nominee. He is known to have been canvassing in a competitive field to be Treasury …
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By Paul Sankey
Published on November 16, 2024 at 3:33 PM
In this note we outline the bear case for the UK North Sea, and for APA (formerly Apache Oil) with a price target of $15 on APA (stock closed Friday at >$22) “before we get interested”. We postulate takeover and activist strategy at the end of this note. We slam the UK government and UK eco-fascists for abject lack of global context in their pursuit of “Net Zero”. The UK economy is low emission, and …
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