By Paul Sankey
Published on August 11, 2024 at 2:29 PM
Congratulations, you made it to vacation time. The Olympics has added to the media lunacy, and that is over. There is no August interruption in service for Sankey Research, but for clients, hopefully you are taking vacation time. In this note we show the cheapest places to get a Big Mac and a beer, globally. See you at Barcap first week of September: Barclays 38th Annual CEO Energy-Power Conference September 4th to September 5th, 2024. …
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By Paul Sankey
Published on August 4, 2024 at 2:11 PM
We attended a big high-end Italian wedding in New Jersey yesterday, which was a great privilege. If a wedding church service is in Hoboken, and the father of the bride is an “old school bond trader” lavishly hosting 350 people at a top New Jersey wedding venue, how great do you think the crooner strolling through the crowd in black tie doing the Sinatra covers, sings? “Old school bond trader?” I asked the father of …
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By Paul Sankey
Published on August 1, 2024 at 7:41 AM
Comstock (Natgas) Resource: They Don’t Get It, but first, the truly shocker news overnight. Chevron-XOM-Hess arbitration delayed to May 2025. We do NOT subscribe to the market chatter that the third arbitrator in the CVX-Hess-XOM dispute over Guyana is Lee Raymond in a fake moustache. Also we believe that reports that the independent arbitrator is Tony the Exxon Tiger, are false. But this ExxonMobil spoiling tactic is working a charm, from their standpoint of holding …
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