By Paul Sankey
Published on April 6, 2025 at 6:55 PM
Assuming you have not just returned from a vacation to Mars, there is no need to describe what happened last week. Remember our old line that “OPEC cuts are bearish US natgas prices?” Well, we come back to that later. OPEC increases this past week… bullish natgas. As we noted in the weekly video we sent Thursday/Friday, we like natgas, gold, (and tobacco). We don’t like refining, oil service, and E&P. Watch this week for …
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By Paul Sankey
Published on March 26, 2025 at 8:57 PM
Before he hit the podium at the Shell 2025 analyst meeting yesterday, I had a nice and very humorous chat with CEO Wael Sawan about being part of a group of stealth-Canadians – with Murray Auchincloss the CEO of BP and Greg Ebel the CEO of Enbridge – who had hockey jerseys under their suits in the Trump Oil Executive White House summit last week. Evidently they were all at one end of the table …
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By Paul Sankey
Published on March 20, 2025 at 8:23 AM
TODAY will be Diamondback CEO-designate Kaes Van’t Hof on Happy Hour, 4pm ET. Premium event. Register here. This might be the best-timed C-chat we have ever had. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-cfo-president-kaes-vant-hof-interest-form/ Great timing? According to very limited reports Diamondback is fresh from meeting Mssrs Trump, Wright, and Burgum at the White House, don’t have the exact corporate execs in attendance, but there is an unofficial list of the companies. Nobody energy company seems to want to say much, …
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