By Paul Sankey
Published on June 25, 2025 at 12:24 PM
Noted WSJ (typically the most reliable M&A source: “Shell in early talks to acquire BP,” Shell were in early talks to acquire BP in 2005, so good luck with that. BP needs a solution though, no question. We note that the Chairman of Shell Sir Andrew Mackenzie had dealings with activist Elliott Management when he was CEO of BHP, that is now involved with BP, at least involved according to press reports. ~ COVID changed …
Read More
By Paul Sankey
Published on June 24, 2025 at 10:05 AM
This evening, we meet in the Parlour Bar at the Intercontinental, Midtown Manhattan, I will be there 4:30pm meeting Devon and then hang out drinking heavily and telling ribald jokes. Please join. In fact I will be sipping non-alcoholic beer, listening politely. Hopefully to ribald jokes. Sully is in, and he adds value every time. We can talk industrials! Sully is not Brian Sullivan, who was scheduled to interview me again yesterday, but I pulled …
Read More
By Paul Sankey
Published on December 5, 2024 at 12:09 PM
This evening 4pm Happy Hour with Kathleen Kelley, special listener Ed Morse, and clients, to discuss OPEC. Register here for an OPEC chat, PREMIUM EVENT: https://sankeyresearch.com/conference/sankey-strategy-session-kathleen-kelley-interest-form-6/ Have to run after Happy Hour to the annual “Sellside Analyst Appreciation Dinner” with Chevron senior management this evening. They put us in stocks and throw mud pies at us. Only kidding, looking forward to it. ~ Man, normally oil pops on an OPEC extends cuts decision, and then …
Read More
