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Canadian Majors
Paul Sankey

Morning Joe

Valero webinar today! Me vs CEO Joe Gorder and team. Not too late to register on www.sankeyresearch.com Briefly OPEC+ noted: Russia wants to increase production, to satisfy its own private oil companies and probably thinking of inflicting sustained pain on US E&Ps as much as anything. Saudi wants to maintain cutback discipline, probably concerned about future oil supply shortages if the global industry faces another year of low prices in the $40/bbl on high OPEC

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Morning Sankey
Paul Sankey

Morning Elon Ma

Refining conference today! Not to late to register on www.sankeyresearch.com Strong delivery numbers from Chinese automakers over the weekend followed on from Tesla’s dash to the line for 2020 which fell just short – within the margin of error – for its 500,000 annual target for 2020, which is indeed a very impressive achievement. There were reports of Tesla asking existing customers for help in delivering vehicles. One mystery to us is how the company

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Companies Overview
Paul Sankey

Sunday Sankey 1/3/21

Well Happy New Year! This week in the Sunday Sankey we run through slides with attention on our refining conference starting tomorrow. It is not too late to register, dear clients… welcome to the slimmed down distribution list that like me, will be on a strict diet. At the same time, tomorrow OPEC meets, believe or not, as they shift to a monthly meeting. JMMC is meeting today, word is Russia is keen to increase

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