By Paul Sankey
Published on April 11, 2024 at 8:51 AM
Tonight on Happy Hour, Willie Chiang, CEO of Plains all American Register here for this PREMIUM EVENT. 4PM TODAY BY ZOOM. Sankey Strategy Session | PAA CEO, Willie Chiang – Interest Form This guy is no dummy, quite the contrary, advanced MBA from Wharton-to-CEO, 20 years in big oil C-Suites, a decent effort, to say the least. And like so many other senior oil executives, Willie is just about the nicest, most thoughtful man you …
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By Paul Sankey
Published on March 20, 2024 at 8:55 AM
CERA Week key interest – certainly among the gaggle of merger arbitrage clients that attended this week – was for Chevron, Hess, and ExxonMobil, not least with XOM suddenly releasing a Guyana exploration 8K after the market Friday into the conference open, where Day 1 the star plenary speaker was ExxonMobil CEO Darren Woods. He said a lot, directly pertaining to Guyana, so the 8K was clearly related. One key line was “we are not …
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By Paul Sankey
Published on March 17, 2024 at 4:32 PM
Greetings, Happy St Patrick’s Day to all, not least my wife Patricia and her mom, Patricia, both “Paty”. A thought today for my Irish grandmother, Ivy. From Cork. This past week: ExxonMobil slipped out the old Friday-night-after-the-close press release on yet more Guyana exploration success Profrac announced a market share war in US pressure pumping that we thought so significant, we started a major oil price & market thematic. Stay tuned on ACDC (the ticker …
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