By Paul Sankey
Published on August 29, 2024 at 9:32 AM
Today oil market gurus Jan Stuart vs Kathleen Kelley as we get a gut check on oil markets to end summer. Register here – Premium Event summer time this afternoon 1pm ET. https://sankeyresearch.com/conference/sankey-strategy-session-jan-stuart-interest-form-2/ LIVE Happy Hour next week drinks for clients during Barcap Week – Wednesday 4th in Midtown from 4pm onwards. I am working on the venue waiting for The Knickerbocker Hotel to get back. RSVP. ~ A quick pre-call gut check on oil …
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By Paul Sankey
Published on July 25, 2024 at 2:14 PM
We just took the Eurostar London to Paris, which City of Lights is empty. Above, the Quai D’Orsay, Notre Dame approaching renovation completion (later this year, fire was 2019). The 2024 Olympics are starting, and the streets are closed. No taxis, metro only to get around or foot. Paris is empty, the notoriously grumpy locals ain’t got time for all this. The local barman is berating the quiet. TGV (Train Grand Vitesse, fast French long …
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By Paul Sankey
Published on July 9, 2024 at 9:27 AM
Devon buys GME! Gamestop? No, Grayson Mills Energy. To be clear, we like Devon management, we don’t like their strategy. We laid out a carefully considered roadmap for Devon in our February 11th note: “Stop! Unleash the FANG Within” whereby Devon should essentially dispose of everything outside the Permian, focus on its decent Permian position (the FANG within), and massively buy back stock, driving the multiple higher. That would leave them in the position to …
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