Quote of the day: In a war of ego, the loser always wins

Neil McMahon Happy Hour, Ron Smith Happy Hour, Replays, Sense and Nonsense

Very interesting as expected with Neil McMahon, who was a brutal competitor to me when I first came to Wall St in 2004. Outstanding, controversial, vocal, technically excellent analyst. ://analysthub.zoom.us/rec/share/oYbncHcf3JBbSajA6cykKCEQiYOsypGBsM3S8kKA6fpRhoYEohZrXsvDkOkVb0HP.opKbt46ClZUvWTn1 Forgive me, I missed forwarding Ron Smith last week on Russia. Here it is, and after about 50 mins, some excellent input on Russian LNG from Gordon Shearer: https://analysthub.zoom.us/rec/share/T6jRKyqLMyW6GZgQ6rQT5Im2BNYxEBOAfndHCCDm0d7NHWOofDW6_Oa6sa3jGYbi.W_IWJQyGD7xJIgC_ Have a great day, I am flying back from Mexico City to NYC for the big

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Energy Transition
Paul Sankey

Neil McMahon Happy Hour 4pm ET today: Water, Water, Everywhere

This evening 4pm, delighted to say we have Neil McMahon, on Happy Hour, link at bottom of note to register for this Premium Event. If I sound like I am spitting feathers on the call, calling a horse a hoarse, I was at the Mexico game last night, being Mexico playing in Mexico in the Mexico World Cup, an event, Mexico now going 3-3 (you only need 8-8 to win it all). You can imagine,

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Corrigendum: CVX-MSFT is in Reeves

Apologies I have done it again! The project is in Reeves not Pecos. I could do it all again, but suffice it to say, its in the Permian. “The site is in Reeves County near Pecos but your County map visual is of Pecos County, not Reeves County.” Grrrrr, thanks for you patience, similar populations.

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