Sunday The Road Less Travelled

By Paul Sankey Published on July 7, 2024 at 1:28 PM

Greetings! I tell you what, with me working from home, most Saturdays and every Sunday… my grip on what day of the working week it is can be confused, but this past week really snuck up on me – who knew the US was calling a week long holiday to celebrate the 4th July 2024? Very French, this just-past Thursday holiday. And during simultaneous Euro 2024 and Copa America soccer-max? I have been like a …

Sunday Iraq and Roll

By Paul Sankey Published on April 7, 2024 at 5:02 PM

We sent you a theme note on BP & BPX yesterday, which was quite sad, remembering the John Browne Sun King glory days. In fact “harsh but fair” was feedback from one US E&P CEO. But as I have said many times, “if you ever feel sorry for an oil CEO, short the stock.” What should BP do? Get into Namibia. Buy a Gulf of Mexico deepwater player, but first cut out of transition investment; …