Sunday Sancerre

By Paul Sankey Published on May 29, 2022 at 3:59 PM

Glad tidings, A long weekend in the US, a four day weekend in the UK for the Queen’s platinum jubilee, seventy years as Monarch. Quite the rein. Go easy on your temperamental French executive chef today as he crashes around in a fury having to stoop to make your requested Memorial weekend hot dogs and chicken nuggets. The fact that you intend to slug super-chilled Napa Screaming Eagle Sauvignon blanc is only upsetting him more. […]

Nets, Knicks, Refiners

By Paul Sankey Published on April 7, 2022 at 8:48 AM

Tonight PBF management on Strategy Session, 5pm for a tight hour. RSVP. I was at the Knicks vs Nets game last night with a global oil executive; combined with conversations with ConocoPhillips management Tuesday, some brief points. First, Shell profit warning this morning. Break it up. We would like to see a global LNG & gas and power trading powerhouse, a downstream “high carbon” operation with refining, chemicals and retail, a deepwater company. We don’t […]

Morning Monday Call

By Paul Sankey Published on April 4, 2022 at 8:09 AM