By Paul Sankey
Published on April 11, 2024 at 8:51 AM
Tonight on Happy Hour, Willie Chiang, CEO of Plains all American Register here for this PREMIUM EVENT. 4PM TODAY BY ZOOM. Sankey Strategy Session | PAA CEO, Willie Chiang – Interest Form This guy is no dummy, quite the contrary, advanced MBA from Wharton-to-CEO, 20 years in big oil C-Suites, a decent effort, to say the least. And like so many other senior oil executives, Willie is just about the nicest, most thoughtful man you …
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By Paul Sankey
Published on March 17, 2024 at 4:32 PM
Greetings, Happy St Patrick’s Day to all, not least my wife Patricia and her mom, Patricia, both “Paty”. A thought today for my Irish grandmother, Ivy. From Cork. This past week: ExxonMobil slipped out the old Friday-night-after-the-close press release on yet more Guyana exploration success Profrac announced a market share war in US pressure pumping that we thought so significant, we started a major oil price & market thematic. Stay tuned on ACDC (the ticker …
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By Paul Sankey
Published on March 12, 2024 at 11:22 PM
Heading to Houston next week, following major oil leaders, lots of chat on the biggest oil corporate story right now. In this note we update our delineation of Guyana’s Stabroek block, with a view to the value that is essentially disputed in the takeover battle between Chevron and ExxonMobil for Hess. Many have noted how disclosure on Guyana from XOM was shut down nearly two years ago, and we speculate. We delineate Hess value, as …
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