By Paul Sankey
Published on June 30, 2022 at 8:08 AM
Briefly noted: Gazprom shares plummet -25% as shareholders reject record dividend plan Uniper, largest German buyer of Russian gas, shares plummet -18% as it says it is receiving just 40% of volumes ordered from Gazprom After two weeks in the dark, with no weekly oil data published, the US Department of Energy released the backlog yesterday. The DOE was keen to stress the “systems outage” was not a hack. Better not be, DOE manages emergency […]
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By Paul Sankey
Published on June 23, 2022 at 8:45 AM
How did we get murdered? Murdered? CHK took out 3.5% of their share count in just over a month. Why am I in Paris, writing from St Germain des Pres? Where did it all go wrong? George Best used to tell the story of winning in a casino, while dating Miss World, and lying in a hotel room with her, empty champagne bottles spread across the room. The service guy entered, looked at the scene, […]
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By Paul Sankey
Published on June 10, 2022 at 9:50 AM
January 6th 2021, my personal story, or how the best call of my career cost me a lifetime fortune. DINO, how HollyFrontier won a lifetime fortune Starting with DINO, we had “me old mucker” Rich Voliva, CFO on Strategy Session last evening. He has always been impressive, and we had to laugh about him writing a searing indictment of US ethanol policy, as part of our sellside refining team at Deutsche Bank, when it was […]
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