By Paul Sankey
Published on December 5, 2024 at 12:09 PM
This evening 4pm Happy Hour with Kathleen Kelley, special listener Ed Morse, and clients, to discuss OPEC. Register here for an OPEC chat, PREMIUM EVENT: https://sankeyresearch.com/conference/sankey-strategy-session-kathleen-kelley-interest-form-6/ Have to run after Happy Hour to the annual “Sellside Analyst Appreciation Dinner” with Chevron senior management this evening. They put us in stocks and throw mud pies at us. Only kidding, looking forward to it. ~ Man, normally oil pops on an OPEC extends cuts decision, and then …
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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 September 26, 2024 at 9:10 AM
Today, brief comments on the FT report that OPEC is looking to increase production in December. My major thought is that the FT reporter is relatively new to OPEC, and I do not know him personally (Tom Nelson). There is a clunky first line reference to “unofficial $100/bbl price target” which rattles us, as we explain in this note. However we speculate that Saudi’s sour relationship with several press outlets – notably Reuters, Bloomberg, and …
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