By Paul Sankey
Published on August 1, 2024 at 7:41 AM
Comstock (Natgas) Resource: They Don’t Get It, but first, the truly shocker news overnight. Chevron-XOM-Hess arbitration delayed to May 2025. We do NOT subscribe to the market chatter that the third arbitrator in the CVX-Hess-XOM dispute over Guyana is Lee Raymond in a fake moustache. Also we believe that reports that the independent arbitrator is Tony the Exxon Tiger, are false. But this ExxonMobil spoiling tactic is working a charm, from their standpoint of holding …
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By Paul Sankey
Published on July 25, 2024 at 2:14 PM
We just took the Eurostar London to Paris, which City of Lights is empty. Above, the Quai D’Orsay, Notre Dame approaching renovation completion (later this year, fire was 2019). The 2024 Olympics are starting, and the streets are closed. No taxis, metro only to get around or foot. Paris is empty, the notoriously grumpy locals ain’t got time for all this. The local barman is berating the quiet. TGV (Train Grand Vitesse, fast French long …
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By Paul Sankey
Published on July 21, 2024 at 2:03 PM
Greetings again from Reykjavik, This week we will give you a quick look at the week ahead – which will be as mad as last week I reckon, for reasons to be outlined. For the specifics of oil stock performance last week, Sankey Research Global Head of Being Smart Mr Greg Bordelon will publish this evening, a day-by-day diary account of last week’s performance, which you will receive at 6pm ET this evening, “Model Portfolio” …
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