By Paul Sankey
Published on December 15, 2024 at 4:28 PM
*** Save the Date *** Sankey Research 12th annual January Refining Conference 2025 6th January (primary) & 9th January Virtual, details to follow. All major US independent refiners will be represented at C-level ~ Poof! Just another week in 2024, as drone swarms over NJ knocked the CEO assassin off the front pages. This is the last full market week of the year, and what a year. The latest “what the?” 2024 moments, are just …
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By Paul Sankey
Published on December 13, 2024 at 4:19 PM
With our research getting backed up this week, because of travel to Houston, this brief note covers Casey’s ($CASY). If this note’s timing is as eccentric as our covering Casey’s, and Caseys’ reporting schedule, (we are somehow in Q1 2025) then we need to publish a brief results review, now or never. We cover “energy & energy adjacent” and like to be differentiated, so we enjoy our coverage of gas station companies because no other …
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By Paul Sankey
Published on November 12, 2024 at 8:23 AM
Great guests this week on Happy Hour – CEO and team of what has been over time, our favourite North American natgas play: Date/Time – Thursday, November 14th 4PM ET Guest – Mike Rose, Chairman & CEO at Tourmaline Oil & Jamie Heard, VP Capital Markets [and natgas markets wizard] at Tourmaline Oil Registration Link – Click Here Mike Rose is a Calgary legend with good reason, and always a great call. Plenty to talk …
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