Letter from Breiddalur

By Paul Sankey Published on July 21, 2024 at 2:03 PM

Greetings again from Reykjavik, This week we will give you a quick look at the week ahead – which will be as mad as last week I reckon, for reasons to be outlined. For the specifics of oil stock performance last week, Sankey Research Global Head of Being Smart Mr Greg Bordelon will publish this evening, a day-by-day diary account of last week’s performance, which you will receive at 6pm ET this evening, “Model Portfolio” …

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Sunday Events in Reykjavik

By Paul Sankey Published on July 14, 2024 at 10:35 AM

Greetings from Reykjavik, Iceland. It’s a geologist’s dream, this place. Did I miss any news? ~ Well, for sure I will remember where I was when Donald Trump got shot. With all the coverage, I will spare you too many more yards of jabbering regarding this drama – there are many more yards to come. “Where were you when… ?” In 2002 I was in Reykjavik for England vs Denmark in the World Cup, we …

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Go West; CVX FTC Groan; Refining Scaring Me

By Paul Sankey Published on July 11, 2024 at 12:51 PM

Today shortly 2pm Rob West of Thunder Said on Happy Hour: Sankey Strategy Session | Rob West – Interest Form Chevron-Hess intraday Source: Bloomberg *CHEVRON-HESS DECISION DELAYED BY FTC TO AFTER EXXON ARBITRATION Guess it kind of makes sense, international asset or not, if the FTC wants to know the final nature of the deal before judging it. The bigger deal is the arbitration decision anyway, we think. Is there a timing agreement issue between …

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