By Paul Sankey
Published on December 18, 2021 at 1:13 PM
Of the many fine analysts I have had the privilege to know over the years, Greg Bordelon is clearly in the pantheon. A true oil guy, son of a Mobil Oil man, he graduated in 2000 from Tulane, cut his teeth at Exxon, and moved on to finance at FBR Capital Markets and Millennium, and before spending many years as an oil long-short portfolio manager for Citadel, subsequently running his own firm. I extend deep […]
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By Paul Sankey
Published on October 28, 2021 at 9:21 AM
Bearish DOE and dodgy Q3 oil results, with a Shell miss and disaster at EQT, not helping the sector Horrendous results from EQT as expected – increases quarterly loss from 2020 Q3, to $1.98bn? Abysmal… AR re-iterating the client bull’s $35/share target Shell miss might mean bad news for XOM tomorrow, but results are irrelevant: a Shell rant Note Big Oil CEOs in DC today for a roast. One suggestion to the executives: if they […]
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By Paul Sankey
Published on September 30, 2021 at 8:30 AM
Key points: CHK new CEO EQT issues stock & hedging status Enbridge Line 3 starts tomorrow delivering oil, good for Canadian oils Emissions intensity of global oil producers Quote of the day: “I just know the the more control there is, the less growth there is. The great lesson of the twentieth century is that central planning doesn’t work” – Rick Warren (Drucker-Warren Dialogue, 2003) after @buckquivas on Twitter Chesapeake raises Domenic “Nick” Dell’Osso Jr […]
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