By Paul Sankey
Published on January 28, 2024 at 4:54 PM
Good day to you, We have a brief outlook for the week ahead, which is massive for earnings. Big Oils, and companies like Amazon and Apple. Speaking of Amazon and Apple, these past couple of days I got completely side-tracked by the Virginia power market. Why? Because that market arguably represents the cutting edge of global economic development, being by far the biggest data center market in the world, and one that will be an …
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By Paul Sankey
Published on January 25, 2024 at 12:47 PM
Happy Hour will be interesting this evening at 5pm with Kimmeridge: Chesapeake-Southwestern among other subjects for Mark Viviano: Mark Viviano Kimmeridge today Thursday, January 25th, 5:00pm EST Sankey Strategy Session | Mark Viviano – Kimmeridge – Interest Form | Sankey Research or RSVP to this email ~ Invite: Valero Senior Management Zoom call, part of US refining conference, SAVE THE DATE: February 8th at 10am Eastern. 2024 Sankey Refining Conference – Interest Form | Sankey Research Good …
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By Paul Sankey
Published on January 7, 2024 at 3:43 PM
Just back from Miami, quite the weather in the North East. Tomorrrow 2pm we round out the refining conference so far with Phillips 66. Register here: Phillips 66 (PSX): Mark Lashier – CEO, Kevin Mitchell – CFO, & Jeff Dietert -VP, IR https://sankeyresearch.com/conference/2024-sankey-refining-conference-interest-form/ Broadly speaking having been tested to the extreme by COVID, a truly worst-case scenario in macro terms, the refiners are in very good shape to start the year. Best potential to surprise …
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