Quote of the day: Every man should be born again on January 1. Start with a fresh page. – Henry Ward Beecher Beecher (June 24, 1813 – March 8, 1887) was an American Congregationalist clergyman, social reformer, and speaker, known for his support of the abolition of slavery, his emphasis on God’s love, and his 1875 adultery trial. His rhetorical focus on Christ’s love has influenced mainstream Christianity to this day. He preached in a Plymouth Church, two blocks from Sankey Research in Brooklyn Heights, a key stop on the underground railroad. His writer sister, Harriet Beecher Stowe, is famous for writing Uncle Tom’s Cabin.

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Paul Sankey

Morning Meta vs Physical

Happy Hour today Thursday 2nd February 5pm ET, Mark Viviano, Kimmeridge Energy. Former Wellington Management PM, Mark is one of the leading voices in global oil equity investment best practice. As an activist, Mark is open to new ideas, will be a great chat on the state of E&Ps with a focus on management. As of last filings, Kimmeridge had take a nearly 5% stake in California’s CRC. Happy Hour Thursday 9th February 5pm, the…

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Paul Sankey

Mornings Pennies and Natgas

It’s snowed in New York City! Buy natgas? As shown from the photo above this morning, it is pretty desultory snow. Today Wednesday 1st Feb Valero, Refining Conference closes out today 3pm ET with senior management: Chairman & CEO Joe Gorder, President & COO Lane Riggs, CFO Jason Fraser, EVP CCO Gary Simmons, IR Homer Bhullar, should be a great conversation, Valero just reported superb results for Q4 and 2022. Marathon had great results, PSX…

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Paul Sankey

Evening Tufte vs Valero: VLO wins

This week Valero management. Refining Conference continues Wednesday February 1st 3pm ET: CEO Joe Gorder, COO Lane Riggs, CFO Jason Fraser, CCO Gary Simmons, IR Homer Bhullar. 2023 Sankey Research Virtual Refining Conference – Interest Form ~ In the glory days of working for a “Bulge Bracket” bank, I persuaded my boss, the Head of Equity Research, that I needed to take an extremely expensive 2 day course with the self-proclaimed grand wizard of “Visual…

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