By Paul Sankey
Published on February 17, 2026 at 9:01 AM
This very evening, later today: Happy Hour Strategy Session; 4PM ET, Zoom, Chevron featuring Jake Spiering, who has just had a massive promotion out of Investor Relations, to replace retiring Frank Mount, President, Corporate Business Development “Head of M&A”. We also feature Jeanine Wai, who is incoming Chevron IR, and former Chevron employee who subsequently was a top sellside analyst and most recently head of US IR for TOTALEnergies. Register here for this evening’s chat. …
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By Paul Sankey
Published on February 10, 2026 at 8:41 AM
What do you think on BP? Major investor: “They fumbled the buyback guidance” BP absolutely fumbled their buyback guidance, turning what could have been a straightforward story of financial prudence into this head-scratcher headline: ”BP cuts buyback, re-iterates 2026 net debt target unchanged” That whacked shares over- 4% this morning – there goes -$4bn on the London open, off BP’s $100bn market cap. Good morning to you. BP held the dividend steady at 8.32 cents …
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By Paul Sankey
Published on February 8, 2026 at 7:39 PM
We sent you a note on Uranium this morning, and so will keep this brief. I said I would do return a favour to Hedge Fund guru Doug Garber and join him on a podcast, and now I am being thrown in as a Venezuela expert. Which is the old “tallest dwarf” joke, but here it is, Friday February 13th, don’t forget Valentine’s Day next Saturday: https://shorturl.at/hzIn7 ~ Our note on last Friday’s: “XOM for …
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