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Quote of the day: “Everything that grows / Holds in perfection but a little moment.” — William Shakespeare.
Energy Transition
Paul Sankey

Titanic Deckchair Re-Arrangement Committee (OPEC) Meeting Concludes

This evening 4pm Happy Hour with Kathleen Kelley, special listener Ed Morse, and clients, to discuss OPEC. Register here for an OPEC chat, PREMIUM EVENT: https://sankeyresearch.com/conference/sankey-strategy-session-kathleen-kelley-interest-form-6/ Have to run after Happy Hour to the annual “Sellside Analyst Appreciation Dinner” with Chevron senior management this evening. They put us in stocks and throw mud pies at us. Only kidding, looking forward to it. ~ Man, normally oil pops on an OPEC extends cuts decision, and then

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Paul Sankey December 5, 2024 12:09 PM No Comments

OPEC Time = Whisperer Time: Kathleen Kelley on Happy Hour Tomorrow

We are working up a terrific list of Happy Hour C-level guests under our virtual refining conference umbrella starting January 6th, with confirmed E&P C-suite lining up later in January. In the meantime, cometh the OPEC meeting tomorrow, cometh the chat from Kathleen Kelley, the OPEC whisperer: At 4pm ET tomorrow please register for this PREMIUM EVENT by clicking the link below; we anticipate that OPEC will be at or close to a decision Middle

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Paul Sankey December 4, 2024 5:30 PM No Comments
Energy Transition
Paul Sankey

Sunday Thanksgiving, Turkey, Syria, and Pinball

Greetings from Brooklyn Heights, Freezing! Trump brings us a new theme: “the pinball market”. Thanksgiving was a sort of proxy disaster this year, more of that to end this note. Suffice it to say that I hope you had a healthy, wealthy, and wise Thanksgiving. Thank you all for being clients, and if you are not a client and reading this, you should be paying, please. You are a Grinch to us, a thief of

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Paul Sankey December 1, 2024 4:56 PM No Comments
Energy Transition
Paul Sankey

Gas Stations, Couche-Tard, and Cross Border Tacos

If you “went out for a walk with your cousin” and found yourself in a gas station yesterday on Thanksgiving, perhaps confused about what day and time it was in the blinking neon light, referring to the results of Alimentation Couche-Tard (ATD CN) will not help you work out what the date is. Yes, the recurring joke in our reports on ATD earnings is their absolutely derisible reporting calendar. On Tuesday, November 26, 204, two

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Paul Sankey November 29, 2024 10:35 AM No Comments
Energy Transition
Paul Sankey

Sunday (Together) We Will Go Our Way

Woke up this morning feeling pretty chipper, perhaps encouraged by very positive feedback and some really constructive additional comment on yesterday’s big $GOLD (Barrick Gold) note. Took a look at the computer, and found myself three hours later, something of a jibbering wreck. Why the mental deterioration? I listened to four successive podcasts featuring Scott Bessant, the new Treasury Secretary nominee. He is known to have been canvassing in a competitive field to be Treasury

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Paul Sankey November 24, 2024 3:24 PM No Comments
Energy Transition
Paul Sankey

Thematic: $GOLD, a Personal History, with Ice Cream Mixers

Barrick Gold held an investor day yesterday Friday 22nd November 2024, which had us pondering the extent to which: Major investors have little interest in gold mining stocks. I have asked them. Thus gold mining stocks trade at muted multiples Despite the fact that investors clearly love gold, which has been hitting record price highs The argument outlined in this somewhat eccentric note – I will be the first to admit that the full biography

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Paul Sankey November 23, 2024 11:54 AM No Comments