By Paul Sankey
Published on May 19, 2021 at 8:23 AM
Quick note to highlight that Delek CEO Uzi Yemin will be on Happy Hour this week, Thursday at 5pm ET. SAVE THE DATE: Sankey Research 1st Anniversary Party for July 4th Weekend celebrating independence. July 1st in Dumbo, Brooklyn, 6pm. Please RSVP – this is a great area of New York, terrific place to visit to refresh your New York experience, right under the Brooklyn Bridge in the stunning park from which many Sankey Research […]
Read More
By Paul Sankey
Published on May 6, 2021 at 4:16 PM
Some quick notes: Low Key Happy Hour tonight, tell me if you are interested. 5pm ET. Clashes with some results. Notably EOG and ET Energy Transfer. Market expects a huge beat from ET on Texas storms, after Kinder blew it out. On EOG, we have seen some market darlings such as XEC with mixed results. Expectations would be high that EOG management quality handled the storm well. There is low expectations for a Devon-style surprise […]
Read More
By Paul Sankey
Published on May 5, 2021 at 8:31 AM
Brent is approaching $70/bbl, with big API draws released yesterday evening, a level that can hide a multitude of strategic sins for oil companies, at least upstream. Be warned, we have had a couple of strategic doozies this year, but with that said, the majority of companies are bang on script, notably Devon last night underlined what an upside surprise cash return to shareholders can do for your quarterly results. Analysts can fiddle and fuss […]
Read More
