By Paul Sankey
Published on April 27, 2024 at 2:11 PM
At the risk of losing you with the first phrase, dear reader, we are starting today’s note on US college campuses. A different approach to ExxonMobil and Chevron results. It is not often that the CEO of ExxonMobil – Darren Woods – brings tears to my eyes with the answer to a question, followed by me giving a mental standing ovation, but as his interview with Becky Quick on CNBC yesterday morning concluded, they had …
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By Paul Sankey
Published on April 25, 2024 at 10:14 AM
Today – yesterday’s DOE data. Hess earnings commentary: “Good morning. HES 1Q results are out … and are not bad if I do say so!” Valero out: slight beat. NESTE terrible, stock getting crushed. FTI really good results supporting our long offshore short onshore thesis. Antero OK ~ THIS AFTERNOON 4PM ET Mark Rossano and Fernando Valle of G6 private equity are on Happy Hour. Both are outstanding on the entire energy complex from rig …
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By Paul Sankey
Published on April 12, 2024 at 10:52 AM
News: An amended S4 was filed today by Chevron. New news is that they asked the tribunal (International Chamber of Commerce in the Hague) for the merits of the case to be heard in Q3 with a decision by year end. News: Guyana Stabroek partners sanction a 6th Guyana floating production and storage vessel (FPSO) as expected. Whiptail will develop >850 mmboe for $12.7B, an encouraging improvement on finding and development (F&D) basis relative to …
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