By Paul Sankey
Published on June 23, 2021 at 9:03 AM
Tomorrow June 24th on Happy Hour we have Charif Souki, Chairman and co-founder of Tellurian, the integrated Haynesville gas-to Driftwood LNG export project play. Should be a great chat! Souki is one of the select legendary executives to be featured in The Frackers, an entertaining book about the key characters in the US unconventional revolution. Register here Charif Souki on Sankey Happy Hour Next week, on July 1st, please attend the Sankey Research 1st anniversary […]
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By Paul Sankey
Published on May 24, 2021 at 8:18 AM
Cimarex and Cabot to merge as equals, the new company will be called Cimmabon. No, Cabarrot. Only kidding, they have not announced the new name. Call at 8:30am ET – imminently. Also we mention Tellurian, which is rising in the meme stock world – most mentioned on Reddit (see lists below). Overall, we love LNG plays, but US export competition is fierce, and our key play is Cheniere, $LNG. Years ago under Souki they snagged […]
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By Paul Sankey
Published on April 20, 2021 at 8:42 AM
Staring at the blinking red and green Bloomberg ticks, alone in a home office, bombarded with Bitcoin headlines, Gamestop headlines, etc etc, it had become very difficult to make out the wood from the trees regarding the oil and energy call. I went on a road trip. I’m back. As suspected, the oils and energy have been tricky – notably solar has been ugly for the past month and year to date, albeit off a […]
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