By Paul Sankey
Published on May 23, 2021 at 12:19 PM
Watching Iran, but 1mb/d of oil exports are already in the market. Huge week ahead for ExxonMobil, with the Shareholder Meeting and board vote on Wednesday this week. We wrote about it on Thursday, see the note on www.sankeyresearch.com or emailed. Noted that Halliburton shareholders rejected the company’s pay proposal last week, which is encouraging. The pay of oil executives relative to shareholder returns has been an abomination for years. Executives should try a few […]
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By Paul Sankey
Published on April 28, 2021 at 7:40 AM
We’ve talked about QuantumScape, we have raved about Li-Cycle, a client asked us about Stem Inc, which is coming public through Star Peak Energy Transition SPAC (STPK), to trade as $STEM, assuming deal completion. I have requested to speak with the company, the following are my first impressions. With hearings in Washington on SPACs, we think this is a great opportunity to buy some beaten down names. We don’t think there is any major problem […]
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By Paul Sankey
Published on April 27, 2021 at 8:57 AM
One thing you get from looking at the BP and Tesla results side-by-side: BP could learn a lot from Tesla about fonts. I find the BP “rich-kindergarten-teacher” font irritating. Tesla results are beautifully presented, to my eye, distressed alloy on black. In this note, we consider Tesla decline rates briefly. That theme will be a long-term one for us, much as we have highlight decline rates in wind and solar. Even with my begrudging […]
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