By Paul Sankey
Published on January 25, 2022 at 4:01 PM
Clients! We have a great schedule lined up for our Thursday Strategy Sessions, starting this week: 1/27 Jay Wilson, Vice President, Hess. 5pm. Delighted that right after Hess reports full year results for 2021, we have one of the most tenured oil executives on Wall Street joining us this week. Jay’s name came up recently in the history notes we have been writing – he was notably widely quoted in the press applauding Oxy’s deals […]
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By Paul Sankey
Published on January 14, 2022 at 9:37 AM
Has Covid-19 forced you to wear glasses and a mask at the same time? You may be entitled to condensation. Vin Diesel only eats two meals a day to keep in shape for making movies: Breakfast and breakfurious A genie granted me one wish, so I said “I just want to be happy.” Now I’m living in a cottage with 6 dwarves and working in a mine. Robert Burns: “The best-laid schemes o’ mice an’ […]
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By Paul Sankey
Published on January 11, 2022 at 9:38 AM
Make a good call, they always play out really fast and leave you wondering what’s next. We left last year predicting a bad January but a good year for markets, and a good year for oils. Markets have been quite the ride, notably yesterday the NASDAQ was crazy, while the oils have been good. In our cross plot of performance shown below, it is clear that some 2021 laggards are ripping this year, notably refining. […]
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