By Paul Sankey
Published on January 29, 2026 at 8:23 PM
Sorry there was no Happy Hour today with earnings this week, I meant to warn you before 4pm but I got tangled in a couple of things today, like the Social Security Office downtown Manhattan (oh yes, through ice by subway) and then a lot of messing around for a 2 minute slot on CNBC. Noted Coterra merging with Devon getting hot (Bloomberg) Chevron and ExxonMobil results tomorrow, We take a look at GE Vernova’s …
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By Paul Sankey
Published on January 25, 2026 at 4:27 PM
Greetings, Presumably you have power, if you are reading this. Good for you. I bought an emergency power pack yesterday: “Anker Portable Power Station SOLIX C300, 288Wh LiFePO4 Battery, 300W (600W Surge) 140W Two-Way Fast Charging, for Outdoor Camping, Traveling, and Emergencies (Solar Panel Optional)” so we should avoid an outage. Or get a three day outage that renders that wee power block absurdly under-sized. It cannot run a heater, for example, you need 1,000W …
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By Paul Sankey
Published on January 11, 2026 at 8:23 PM
This note covers the Oil CEO meeting at the White House on Friday, and tomorrow we host Mark Lashier, CEO Phillips 66, who was in the room. Refining Conference continuation: Jan 12th Monday @2:00pm ET – HF Sinclair – Timothy Go, CEO, Craig Biery, & Trey Schonter III, IR Jan 12th Monday @3:30pm ET – Phillips 66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Sean Maher IR To round out, also at the White House meeting: Feb 4th Wednesday @4:00pm –Valero– Lane Riggs, …
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