

Sunday Sankey 2/28/21
One great business for sure is going to be lubricants for windmills. Guess who dominates the specialty oil lubes for windmills market? ExxonMobil. Guess who has their annual analyst day this week? ExxonMobil. March 3rd 9am Eastern, we get the latest iteration of The Big Unit’s story. Will they, like $EOG, get attracted like a moth to the flame of promising growth? We suspect ExxonMobil will, not that we have a problem with their Guyana