By Paul Sankey
Published on January 5, 2021 at 8:41 AM
Valero webinar today! Me vs CEO Joe Gorder and team. Not too late to register on www.sankeyresearch.com Briefly OPEC+ noted: Russia wants to increase production, to satisfy its own private oil companies and probably thinking of inflicting sustained pain on US E&Ps as much as anything. Saudi wants to maintain cutback discipline, probably concerned about future oil supply shortages if the global industry faces another year of low prices in the $40/bbl on high OPEC […]
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By Paul Sankey
Published on December 28, 2020 at 9:00 AM
Good morning! Back from a week in Springs, out in the Hamptons. In retrospect I should have not only logged off, as I did, but also deleted Twitter, where the tag of the week was “ATH” All-Time High, and an upsetting drivel of “I told you so” posting on Bitcoin and Tesla, among others. Most interesting Twitter post came from Lightshed, a fellow AnalystHub platform (which hosts Sankey Research for compliance etc) covering media, with […]
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By Paul Sankey
Published on December 9, 2020 at 8:27 AM
It is a delight to confirm that our 11th annual refining conference is on this year, as tradition dictates, on the first working day of the year, January 4th. Thanks indeed to the loyal CEOs of a heavily consolidated sector who find time at a difficult time of year – board meetings, strategy planning etc – to find time to join us. We will be running six fireside chats, back-to-back, with US independent refiner CEOs […]
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