By Paul Sankey
Published on November 30, 2025 at 7:41 PM
Okay, Well that was a good Thanksgiving break. I hope yours was too. This week December 4th: James Walter – Co-CEO of Permian Resources Thursday at 4PM ET, another great guest. Viviano last week was terrific. Registration – Click Here ~ Nothing like a few days off to wander back in to major uncertainties in oil markets; albeit the uncertainties are broadly the same as they were a week ago: Venezuela – airspace closed per President Trump tweet. Some …
Read More
By Paul Sankey
Published on November 9, 2025 at 5:34 PM
Busy week ahead! ENI ringing the bell on the NYSE tomorrow with management comments meeting for analysts. I’m seeing if I can jump on CNBC while I am on the exchange floor. It is a TV set and bell ringing photo op these days. The traders nowadays are chips in data centers. Those guys on the floor are extras. Woodside CEO Meg O’Neill dinner on Tuesday. CVX post-Hess analyst meeting Wednesday November 12th. Happy Hours …
Read More
By Paul Sankey
Published on June 8, 2025 at 12:11 PM
“There is a Lot of Land in West Texas” One of the oldest oil companies in currently quoted US oil equities, Texas Pacfiic Land, originating in 1871, is a barely known outsider that emerged seemingly from nowhere to S&P500 inclusion in 2024: TPL now has a larger market cap (no debt) than Devon, Coterra, Halliburton, Antero or Permian Resources. In this note we deconstruct TPL’s valuation, and establish the massive implied AI Data Center land …
Read More
