By Paul Sankey
Published on October 12, 2024 at 1:58 PM
With ExxonMobil approaching a December 11th analyst day, which we believe is not only a major milestone in the company’s history, but also global oil & gas history, we did what we did with Guyana. We took it to the mat. In this extensive note, we went back through every ExxonMobil conference call and analyst meeting, starting with the company’s completely wrong forecast for the US hydrocarbon balance in 2006, through the 2010 XTO deal, …
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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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