Morning Jake & Jeanine, MbZ vs MbS

By Paul Sankey Published on February 17, 2026 at 9:01 AM

This very evening, later today: Happy Hour Strategy Session; 4PM ET, Zoom, Chevron featuring Jake Spiering, who has just had a massive promotion out of Investor Relations, to replace retiring Frank Mount, President, Corporate Business Development “Head of M&A”. We also feature Jeanine Wai, who is incoming Chevron IR, and former Chevron employee who subsequently was a top sellside analyst and most recently head of US IR for TOTALEnergies. Register here for this evening’s chat. …

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Keep Your Friends Close: Jon Rigby/ENI on Happy Hour; The Saudi-Pakistan Defense Pact

By Paul Sankey Published on September 24, 2025 at 4:05 PM

Greetings from London, Landed yesterday. Travel in from Brooklyn was fine; Tuesday morning “Chairman’s flight” is a breeze in premium economy and makes a mockery of the $4,000 beds up front in “Mint” class on JetBlue. Happy New Year: Rosh Hashanah might have made Tuesday double quiet. The row in front of us was empty if, during the day, we needed a bed. You take the 9am flight from JFK and are in Central London …

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