By Paul Sankey
Published on February 6, 2024 at 9:38 AM
Awoke? Obviously BP wants to hold its results conference call before the UK market opens, writes your correspondent after the conference call ENDS at 5:43am Brooklyn time (it started at 4am Eastern, with a couple of US analysts asking questions from Houston, for that 3am start, local time). “In a real dark night of the soul it is always three o’clock in the morning, day after day”‘ F. Scott Fitzgerald My suggestion, given that BP …
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By Paul Sankey
Published on February 1, 2024 at 9:23 AM
Happy Hour today with Frank Kelly, of Fulcrum Macro, our favourite Washington DC/global geopolitics expert. Register here: https://analysthub.zoom.us/j/84966171042?pwd=M1RwalJ3ZFdoQnpNZHBkbGxETkNJZz09 Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office. He served as a writer for President George H.W. Bush and then at the Justice Department, focusing on national security and international issues. From there, Frank went to the US Securities and Exchange Commission, as Senior …
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By Paul Sankey
Published on January 17, 2024 at 9:28 AM
Upcoming events: January 25th Mark Viviano – Kimmeridge; not least on the recent acquisition of Southwestern by Chesapeake. And more besides! CRC is another major position, as of last filings. February 2nd Valero management as a belated part of our 2024 refining conference. Today confirmed for February 14, 2024 – Shell LNG Outlook 2024 hosted by Steve Hill, EVP Energy Marketing, and Cederic Cremers, EVP LNG. Start at GMT 14:30-16:00 GMT. Contact Shell or me …
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