By Paul Sankey
Published on May 30, 2024 at 10:38 AM
Focus OPEC for the next two Happy Hours. At 4pm today, this evening a quick check-in with Kathleen Kelley “OPEC Whisperer” into this weekend’s meeting. It’s not long since we did a full session with Kathleen, so this evening is a quick tyre-kick. Next week, going into much more depth on oil markets, we have barrel counting legend Mr Jan Stuart, energy market economist, and my first office-mate at my first post-college career job: we …
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By Paul Sankey
Published on May 29, 2024 at 7:55 AM
First thought is not only Devon, as always the bridesmaid, but ever the bridesmaid to ConocoPhillips, who trumped them for Shell’s Permian asset package (~$9bn) and now announces the takeover of Marathon Oil. Devon was seen as in pole position to take over MRO; these are multi-basin deals and the best first for MRO were COP or Devon. Second thought, good news to get a decent premium back in oil deals. “It shows a decent …
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By Paul Sankey
Published on May 16, 2024 at 9:20 AM
*** THIS AFTERNOON *** PREMIUM EVENT *** Happy Hour 4pm ED MORSE – the most tenured Wall Street (and DC) Oil guru, now Special Advisor to Hartree Partners, formerly Citi, CS, LCM, Lehman, Barclays, Hess, Phillips, President of Energy Intelligence, DOE under both Carter and Reagan, Princeton PhD, Johns Hopkins… the man is an oil legend. Register interest here: Sankey Strategy Session | Ed Morse – Interest Form ~ With Ed incoming, getting ahead of …
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