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Quote of the day: The month of November makes me feel that life is passing more quickly. In an effort to slow it down, I try to fill the hours more meaningfully. Henry Rollins

Latest Headline Links Macro

Oil crashes $10/bbl on Black Friday
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ExxonMobil calls 1st December snap analyst meeting
EOG excellent results, reg div raised +82%, $2 special, $5bn buyback
CEO defends strategy against Loeb calls to split Shell
Announcements
Paul Sankey

OPEC Happy Hour? Yikes!

OPEC tomorrow: Joint Ministerial Monitoring Committee (JMMC) 7am ET; OPEC+ meeting 8am ET Woah it seems the chat from OPEC is they may just stick with the plan. That is, there is potential for an INCREASE in line with the 2021 plan tomorrow. This in spite of Joint Technical Committee (JTC) showing a massive excess of oil in Q1: LONDON, Dec 1 (Reuters) – OPEC+ sees the oil surplus worsening to 2 mbpd in January,

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Paul Sankey December 1, 2021 7:15 PM
Government & ESG
Paul Sankey

Morning Petrobras

ExxonMobil confirms capex of $20-$25 billion per year through 2027. Spending $16bn in 2021e. ExxonMobil Q&A Analyst call at 10:30am ET Petrobras analyst day barely registers with Wall Street. Production expected to FALL in 2022 vs 2021 Production of 2218kb/d liquids is a hair lower than 2235kb/d in 2021e Everything looks great at Petrobras as a company, great resource, major Non-OPEC player, the weak Real is a positive for the company with Real costs and

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Paul Sankey December 1, 2021 8:46 AM
Aramco
Paul Sankey

Me and The Big Unit; XOM History

Busted flat in Baton Rouge, waiting for a train… ExxonMobil has called a historic snap analyst meeting for this Wednesday 1st December. The first meeting under a new, externally appointed, CFO, former Diageo executive, Kathryn Mikells. She is now in charge of finance, strategy, communication, and investor relations (IR). Kathy already refreshed her first earnings call, Q3 2021, interjecting, freely commenting, communicating; the company also gave clear guidance over what to expect from this update

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Paul Sankey November 29, 2021 11:01 PM
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