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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By Paul Sankey
Published on January 16, 2024 at 4:48 PM
The hottest company in the Permian right now, and our TOP PICK for 2023 in US Exploration and Production (E&P), is barely known on Wall Street, nay, barely known outside their home city of Midland, West Texas. PERMIAN RESOURCES ($PR) is a $10B market capitalization, $14B enterprise value (EV) company producing some 300 thousand barrels of oil equivalent per day (kboe/d) of which just under half is oil. Management has an excellent reputation among those …
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By Paul Sankey
Published on December 31, 2023 at 4:45 PM
Happy New Year’s Eve, Brooklyn Heights. Three nephews are staying with us from Mexico, they left this morning at 9am… to join the line for the holding pens at Times Square. The pens are opened at 11am, so they will be in line for two hours, then to be admitted to be penned for 13 hours, for the midnight ball drop. Incidentally the ball drop was introduced over 100 years ago when fireworks were banned …
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