By Paul Sankey
Published on March 2, 2025 at 3:27 PM
Greetings, Beautiful day here in London, darkening now at 5pm, although temperatures are still wintry-chill, the sun was blazing, and in London, the daffodils are out, following the snowdrops that emerge as early as late January. From here in London, we have another six months of spring, and then go into Autumn. The questionable London summer is a brief transition. By contrast in New York we go from Arctic weather to summer heat with nary …
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By Paul Sankey
Published on February 27, 2025 at 9:42 AM
Tonight! At 4pm Eastern, 9pm my time, London. We have another top oil executive on Happy Hour Zoom. Thursday, February 27th, 4PM ET, Zoom Guests – Plains All American’s CEO, Willie Chiang & Blake Fernandez, IR Premium Registration Link – https://sankeyresearch.com/conference/sankey-refining-conference-plains-all-american-interest-form/ Willie is fantastic, and we can chat a bit about some of the reminiscences of this note. When we talk about ConocoPhillips in the 2000s, Willie was right there. I first met him back then as …
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By Paul Sankey
Published on February 23, 2025 at 5:27 PM
Greetings, It was requested that I would start this week with the greatest oil management quote of all time, a veritable “How to do it, definitive”, that was raised at drinks last Wednesday: The story pertains to the movie Armageddon. IMDB: When an asteroid threatens to collide with Earth, NASA honcho Dan Truman (Billy Bob Thornton) determines the only way to stop it is to drill into its surface and detonate a nuclear bomb. This …
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