By Paul Sankey
Published on October 5, 2025 at 7:47 PM
She was looking kind of dumb with her finger and her thumb, in the shape of an “L” on her forehead. Smashmouth: All Star For generalist readers, those of you who came for the oil analysis and stayed for the random walk through my personal life, this Sunday we just focus on OxyChem, passing on NEGATIVE US natgas prices (how amazing is that thematically, if no surprise) with a brief outlook for the week ahead. …
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By Paul Sankey
Published on October 12, 2024 at 1:58 PM
With ExxonMobil approaching a December 11th analyst day, which we believe is not only a major milestone in the company’s history, but also global oil & gas history, we did what we did with Guyana. We took it to the mat. In this extensive note, we went back through every ExxonMobil conference call and analyst meeting, starting with the company’s completely wrong forecast for the US hydrocarbon balance in 2006, through the 2010 XTO deal, …
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By Paul Sankey
Published on March 31, 2024 at 3:39 PM
Greetings! Happy Easter. Spring is here, early spring, in Brooklyn Heights. I have begun to spend long moments staring at the garden. I shift to another spot and stare at the beds again. No meaningful gardening action as of yet. One asparagus tip has emerged from last year’s “growing asparagus” debacle. Things are going well for us; where do we stand at end-Q1 2024? As Q1 closes, the first slide is titled: “Energy dangerously close to …
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