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 7:51 PM
A certain friend just called regarding today’s Sunday Sankey and said “You have the valuation wrong for Diamondback/FANG”. Which matters because we are arguing about Pure Play valuation in US oils. And so I checked and yes – classic nightmare – the Diamondback share price was hard punched, that old spreadsheet elephant trap, and that was distorting FANG’s position in charts, made Diamondback appear too cheap on the charts. Two charts were affected. You would …
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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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