By Paul Sankey
Published on February 6, 2022 at 7:56 PM
Executive Summary With decades of experience covering oil & gas, from a US and global perspective, the authors have sufferedtwenty years of government renewables fuels “strategy” as brutally as any analysts in the market. In this notewe conclude there is a major problem with the current hottest theme in global oil & gas investment:renewable diesel. We walk you through from “what is it?” to “what is the problem?” The answer is:feedstock. This note is the […]
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By Paul Sankey
Published on February 4, 2022 at 9:12 AM
Nothing ruins a Friday faster than realizing its only a Tuesday. Psyche! Yes, you guessed it, it’s Friday jokes after a LONG week. Where does a mansplainer get his water? From a well, actually… The Irish army has a sniper famous for bouncing his shots off rocks and other hard surfaces. His name is Rick O’Shea. We should also mention the Irishman who sits outside: Paddy O’Furniture. For a second consecutive year a team […]
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By Paul Sankey
Published on January 27, 2022 at 9:11 AM
Tonight, Strategy Session with Jay Wilson, Vice President, Hess Corporation. 5pm RSVP. You are not going to believe this: Valero beats. That would be the 17th straight quarter that Valero has beaten analysts’ estimates. Kudos to IR! It does beg the question of why would any company ever miss estimates? After all, Valero earnings since 2017 have hardly been a cake walk. This period includes COVID and the worst possible environment for a refiner. They […]
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