By Paul Sankey
Published on April 27, 2024 at 2:11 PM
At the risk of losing you with the first phrase, dear reader, we are starting today’s note on US college campuses. A different approach to ExxonMobil and Chevron results. It is not often that the CEO of ExxonMobil – Darren Woods – brings tears to my eyes with the answer to a question, followed by me giving a mental standing ovation, but as his interview with Becky Quick on CNBC yesterday morning concluded, they had …
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By Paul Sankey
Published on April 20, 2024 at 10:16 AM
A major client liked the chart we published last week, highlighting that Schlumberger has a pattern of under-performing quarterly earnings reports. Quod Errat Demonstrandum, as SLB under-performed on its results yesterday, despite a headline beat. All you can analyse is the margins, and guidance outlook change. They came in neutral to mildly negative on a stock that is relatively expensive. SLB was down -2.14% in a tape which saw the mighty energy sector XLE power …
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By Paul Sankey
Published on April 11, 2024 at 8:51 AM
Tonight on Happy Hour, Willie Chiang, CEO of Plains all American Register here for this PREMIUM EVENT. 4PM TODAY BY ZOOM. Sankey Strategy Session | PAA CEO, Willie Chiang – Interest Form This guy is no dummy, quite the contrary, advanced MBA from Wharton-to-CEO, 20 years in big oil C-Suites, a decent effort, to say the least. And like so many other senior oil executives, Willie is just about the nicest, most thoughtful man you …
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