By Paul Sankey
Published on January 5, 2025 at 5:37 PM
One statistic really struck me from 2024, profoundly. It was from early November, attending the ADIPEC Conference in Abu Dhabi, the largest oil & gas conference in the world, held annually. The numbers: ADIPEC Oil & gas 2025: 180,000 attendees. A week later, at COP 29, there were ~90,000 attendees. There is an obvious observation to be made: media coverage. ADIPEC in no way generated 2x the media interest as COP29 (chart below). But 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 29, 2024 at 10:35 AM
If you “went out for a walk with your cousin” and found yourself in a gas station yesterday on Thanksgiving, perhaps confused about what day and time it was in the blinking neon light, referring to the results of Alimentation Couche-Tard (ATD CN) will not help you work out what the date is. Yes, the recurring joke in our reports on ATD earnings is their absolutely derisible reporting calendar. On Tuesday, November 26, 204, two …
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