By Paul Sankey
Published on August 11, 2022 at 10:09 AM
Delighted to say that Dr James Henderson is on Happy Hour Strategy Session tonight, A PREMIUM EVENT. Jim is currently Senior Research Fellow at the Oxford Institute for Energy Studies, alongside his consultancy work and professorships. When: this evening, Aug 11, 2022 05:00 PM ET, Zoom, Register in advance: https://us02web.zoom.us/meeting/register/tZ0sd-CtpjsrGdVM0p-MsG1P4WU0dr3hBWq3 ~ One of my favourite concepts on Wall St (or should I say hated?), is the “pain trade.” I first heard of it 20 years ago and […]
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By Paul Sankey
Published on August 4, 2022 at 8:30 AM
Tonight Happy Hour: Kathleen Kelley on OPEC. Frank Kelly (invited) on Washington DC – lots of action there. View share on results on what happens next. Today Thursday 4th August 5pm Eastern. Register for this meeting: https://us02web.zoom.us/meeting/register/tZUkc-qvqjgrH9NWL5mVuMMR2AyR3q1cZrtm I was on Bloomberg TV bright and early this morning and… I used the “B” word. Just to note, we are long natgas over oil into the coming economic slowdown, and playing for winter. The announcement that Freeport […]
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By Paul Sankey
Published on April 1, 2021 at 8:16 AM
ExxonMobil is clawing its way to earnings respectability, after a brutal run of end-quarter 8k earnings guidance that were introduced as part of the company’s major push into more open and improved communication. The bad news is that the open communication policy introduction coincided with the nadir of ExxonMobil’s modern strategy and operational performance. The good news is that the company is grinding its way off the lows. There is a battle for board seats […]
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