By Paul Sankey
Published on February 7, 2024 at 5:18 PM
Tomorrow Thursday 8th Feb 2024 morning Zoom continuation of our early January refining conference: Valero management team vs Paul Sankey; Full Valero management team led by CEO Lane Riggs Thursday, February 8th 10AM ET Valero (VLO) Virtual 2024 Sankey Refining Conference – Valero [ptm.sankeyresearch.com] Or just RSVP to this email ~ Some bullets on chat from clients this week: Interest in ConocoPhillips into the print tomorrow: capex capex capex Willow risk; and North American growth. Clients are concerned …
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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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