By Paul Sankey
Published on February 20, 2025 at 9:51 AM
This afternoon I will be fresh back from lunch with a senior energy banker, and then host Happy Hour with another energy banker. So Happy Hour will be a fun call with an industry legend, Marshall Adkins. Please join by Zoom. Premium Events: Date/Time – today Thursday, February 20th, 4PM ET, Zoom Guest – Raymond James Head of Energy Investment Banking, MD Marshall Adkins Registration Link – Click Here Date/Time – next week Thursday, February 27th, 4PM ET, Zoom Guests …
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By Paul Sankey
Published on February 16, 2025 at 4:44 PM
Last night we sent you a note “Valero: Nothing to See Here” jammed with oil market/refining/Valero/PBF/Neste Elliott Management/BP etc chat. In eccentric fashion, the note was approved and distributed yesterday on Saturday night at 11:15pm. Just the perfect timing for a work email. So this note serves to highlight it to you, and keep it brief otherwise. Stay tuned for Sankey Research Partner Greg Bordelon model portfolio update later today, I suspect, but don’t know, …
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By Paul Sankey
Published on January 24, 2025 at 9:31 AM
Valero! Today we look at the company’s latest indicator margins and go deeper on the one chart that looks positive. Renewable diesel margins <crowd groans>. Valero! We are delighted as always to host CEO Lane Riggs and full crew by Zoom on 13th February – Thursday morning. As tradition dictates, we can commemorate my rookie season as a US refining analyst in 2005 and the note “The Valentine’s Day Massacre”. It remains the best worst …
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