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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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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