By Paul Sankey
Published on February 27, 2025 at 9:42 AM
Tonight! At 4pm Eastern, 9pm my time, London. We have another top oil executive on Happy Hour Zoom. Thursday, February 27th, 4PM ET, Zoom Guests – Plains All American’s CEO, Willie Chiang & Blake Fernandez, IR Premium Registration Link – https://sankeyresearch.com/conference/sankey-refining-conference-plains-all-american-interest-form/ Willie is fantastic, and we can chat a bit about some of the reminiscences of this note. When we talk about ConocoPhillips in the 2000s, Willie was right there. I first met him back then as …
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By Paul Sankey
Published on February 5, 2025 at 6:41 PM
Venture Global is truly an extraordinary story. A massive US LNG export player, in the past decade developed from zero to 30Mt a year; this start-up company “Venture Global” $VG has driven a huge part of the stunning rise in US natural gas exports. Since just 2016, the US has gone from no exports to become the world’s largest liquid natgas – LNG – exporter. VG has been huge in that. We showed you in …
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By Paul Sankey
Published on December 15, 2024 at 4:28 PM
*** Save the Date *** Sankey Research 12th annual January Refining Conference 2025 6th January (primary) & 9th January Virtual, details to follow. All major US independent refiners will be represented at C-level ~ Poof! Just another week in 2024, as drone swarms over NJ knocked the CEO assassin off the front pages. This is the last full market week of the year, and what a year. The latest “what the?” 2024 moments, are just …
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