By Paul Sankey
Published on July 3, 2024 at 10:00 AM
Today graveyard slot, market shuts at 1pm, Greg Bordelon and I will do an “open mike” Happy Hour session today at 12pm into the close. Join us for a final act before July 4th. And remember that as an American you have a constitutional right to take the 5th . Next week Happy Hour we have Rob West, of Thunder Said Energy. Rob is clearly one of the best analysts, doing physics-based analysis, on Wall …
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By Paul Sankey
Published on June 19, 2024 at 4:56 PM
Happy Hour tomorrow Frank Kelly, our politics correspondent, leaning on 40 years of experience in DC. Frank knows everyone, I asked him on after our Trump note last weekend, wondering what the theories are on this upcoming election. We think it could be huge for oil. Tomorrow 4pm ET – note we are moving Happy Hours towards lunchtime for summer, but this one sticks at 4pm. Register for Frank here: Sankey Strategy Session | Frank …
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By Paul Sankey
Published on May 29, 2024 at 7:55 AM
First thought is not only Devon, as always the bridesmaid, but ever the bridesmaid to ConocoPhillips, who trumped them for Shell’s Permian asset package (~$9bn) and now announces the takeover of Marathon Oil. Devon was seen as in pole position to take over MRO; these are multi-basin deals and the best first for MRO were COP or Devon. Second thought, good news to get a decent premium back in oil deals. “It shows a decent …
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