By Paul Sankey
Published on March 9, 2025 at 4:43 PM
With the violent markets and noise, we are reluctant to chase the puck week-by-week, and so we step back almost entirely into a long term thematic: Chevron Tengizchevroil, and a really positive view of Chevron here. That thematic is linked as a pdf just below, hope you enjoy. The key section is highlighted in the contents under the imaginative title “Key Section”. Essentially, the genesis & core of this note was Greg Bordelon going back …
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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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