By Paul Sankey
Published on August 1, 2024 at 7:41 AM
Comstock (Natgas) Resource: They Don’t Get It, but first, the truly shocker news overnight. Chevron-XOM-Hess arbitration delayed to May 2025. We do NOT subscribe to the market chatter that the third arbitrator in the CVX-Hess-XOM dispute over Guyana is Lee Raymond in a fake moustache. Also we believe that reports that the independent arbitrator is Tony the Exxon Tiger, are false. But this ExxonMobil spoiling tactic is working a charm, from their standpoint of holding …
Read More
By Paul Sankey
Published on July 31, 2024 at 8:19 AM
Just some bits & pieces of transcripts for you today, more on the London property market at the end. We note, but do not pretend to cover, Microsoft warning on AI (Artificial Intelligence) profitability, ASML with good numbers (we continue to recommend Chip War as a must-read book to understand all this) but we do talk about independent power player and cult 2024 stock Vistra popping with others – Talen is one we have talked …
Read More
By Paul Sankey
Published on July 7, 2024 at 1:28 PM
Greetings! I tell you what, with me working from home, most Saturdays and every Sunday… my grip on what day of the working week it is can be confused, but this past week really snuck up on me – who knew the US was calling a week long holiday to celebrate the 4th July 2024? Very French, this just-past Thursday holiday. And during simultaneous Euro 2024 and Copa America soccer-max? I have been like a …
Read More
