By Paul Sankey
Published on October 7, 2021 at 8:53 AM
Marketing in The City – Denbury highlighted by Europe Being long (client) and short (Pioneer $PXD) European natural gas Europeans worried as always about US E&Ps growing – EOG seen as likely to ramp A note on re-repricing options with special dividends Shell profit winning & warning – but no unknown unknowns HAPPY HOUR TONIGHT WITH KATHLEEN KELLEY – OPEC EXPERT. 5PM Eastern. Marketing in The City of London yesterday, I sat down to lunch […]
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By Paul Sankey
Published on September 12, 2021 at 12:25 PM
In this note, natgas hedging exposure (oops) and a China focus. My S&P500 sentiment Twitter survey yielded a result that is spectacularly unhelpful, lol. Pretty much 50:50 bullish/bearish. All I can say is that it seems I got the categories right, given an almost exact balance between the four choices. One observation made by a major market maker to me this past Friday was that the market absorbed a ton of paper last week, between […]
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By Paul Sankey
Published on August 4, 2021 at 9:35 AM
In this note: the analyst who simply thanked Pioneer, with Devon, Oxy, and ConocoPhillips all cheering battered oil investors, and really strong macro news for Big Integrated Oils (ExxonMobil etc) with their lagging exposure to soaring global natgas prices that are pushing up refining margins. Global demand strength is also bullish for the oils, regardless of the market’s deep reluctance to capitalize OPEC market management. First, Tellurian offers shares: 35,000,000 shares of its common stock […]
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