By Paul Sankey
Published on September 26, 2025 at 1:57 PM
Last night we had an excellent discussion with Jon Rigby, which is a great listen for those interested in management theory, and of course ENI. “Oil companies depend on two things: people, and process”. The conversation proper starts at 7.30 mins. https://analysthub.zoom.us/rec/share/YFyVyUv29bwcWQHoDVKn4s2sj1kLuXBoObt-pPONJywX9yNKls35NYsWVnXkrKpp.L-BT9tO6WjFVaGH-?startTime=1758815678000 Sorry, I was remiss in not distributing last week: Tara Billingsley last week was described as “illuminating” by a US biofuels expert. One key point she made, while accepting that the EPA has …
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By Paul Sankey
Published on September 18, 2025 at 9:51 AM
I’m delighted that Tara Billingsley will be our Happy Hour guest this week, today, she’s fantastic on US renewable fuel/biofuels/environment/Democrat/DC agenda. Today at 4pm ET Zoom Guest – Tara Billingsley – Massie Partners (Bio), Thursday, September 18th Registration –Click Here Tara Billingsley has been helping to shape the U.S. energy and environmental agenda for twenty years, serving in senior positions in the White House, the Department of Energy, and on Capitol Hill. She now uses that wealth of …
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By Paul Sankey
Published on September 7, 2025 at 1:32 PM
Wet day, More bearish natgas weather. First week back in the book, post-Labor Day. The maelstrom of September/October markets upon us. There is a lot of thematic news, if that makes sense. Or we try to arrange the news, of which there is an abundance, into thematics. It’s like the Wacky Races. Source: Hanna-Barbera Idiosyncratic winners from Trump II, such as US small cap refining, Oxy & carbon capture, US rare earth players; AI players …
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