By Paul Sankey
Published on April 4, 2024 at 8:42 AM
This evening 4pm ET HAPPY HOUR with OPEC whisperer Kathleen Kelley, reviewing the latest OPEC chatter after the Joint Market Monitoring Committee met this week. The OPEC powers-that-be said “Carry on”. Kathleen is a former personal advisor to Saudi oil ministers passim, and runs her own consultancy, Queen Ann’s Gate. She is a recognized “OPEC whisperer”, who also consults to major US E&P companies. RSVP to this email or click on this link: Sankey Strategy …
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By Paul Sankey
Published on March 31, 2024 at 3:39 PM
Greetings! Happy Easter. Spring is here, early spring, in Brooklyn Heights. I have begun to spend long moments staring at the garden. I shift to another spot and stare at the beds again. No meaningful gardening action as of yet. One asparagus tip has emerged from last year’s “growing asparagus” debacle. Things are going well for us; where do we stand at end-Q1 2024? As Q1 closes, the first slide is titled: “Energy dangerously close to …
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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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