By Paul Sankey
Published on March 20, 2025 at 8:23 AM
TODAY will be Diamondback CEO-designate Kaes Van’t Hof on Happy Hour, 4pm ET. Premium event. Register here. This might be the best-timed C-chat we have ever had. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-cfo-president-kaes-vant-hof-interest-form/ Great timing? According to very limited reports Diamondback is fresh from meeting Mssrs Trump, Wright, and Burgum at the White House, don’t have the exact corporate execs in attendance, but there is an unofficial list of the companies. Nobody energy company seems to want to say much, …
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By Paul Sankey
Published on March 11, 2025 at 7:19 AM
This week on Happy Hour we have an outstanding guest, a CIO, PM, and natural resources expert that I really enjoy chatting to. He has a really sophisticated view of markets, across the board. Note, for example our very brief positive view this past week on non-Canadian uranium play Kazatomprom, our notes on Gold and Copper, and of course Robert does coal, oil, gas and refining. This is our man! Date/Time – Thursday, March 6th, …
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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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