By Paul Sankey
Published on November 13, 2025 at 12:48 AM
Tomorrow: 4pm ET Rich Kruger, CEO Suncor, let’s talk some sense in to these people, I am fighting for the oils here. Rich is like an assassin. We have questions. “I am the assassin! With tongue forked from eloquence.” – Marillion, Assassing. Worth a YouTube. ~ For sure I was over-excited going into the first Chevron analyst meeting since 2023 and post-Hess – the longest gap between Chevron analyst meetings of my career. So I …
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By Paul Sankey
Published on November 9, 2025 at 5:34 PM
Busy week ahead! ENI ringing the bell on the NYSE tomorrow with management comments meeting for analysts. I’m seeing if I can jump on CNBC while I am on the exchange floor. It is a TV set and bell ringing photo op these days. The traders nowadays are chips in data centers. Those guys on the floor are extras. Woodside CEO Meg O’Neill dinner on Tuesday. CVX post-Hess analyst meeting Wednesday November 12th. Happy Hours …
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By Paul Sankey
Published on November 2, 2025 at 8:17 PM
My Dear Correspondent, I was out all night last night. But to be clear, this nuit blanche, was not the “Do you fancy a swift half after work?” turning into an twelve hour bender, to return laughing uncontrollably as day breaks, having lost your tie and keys, loudly trying not to wake an incandescent wife. No sir, what would I know about that anyway? In fact, here in Michoacan, Mexico, we did a tour of …
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