All Equity Research Reports | Paul Sankey

Canadian Majors

Sunday Sankey 10/25/20

The Sankey Research website was down this morning, and there is absolutely no truth in the rumour that this is somehow related to Hunter Biden. Rather, the website may have crashed on ANOTHER BIG OIL DEAL, this one a bit of a shock. Years ago, ConocoPhillips announced a massive deal to buy Burlington Resources, a $36bn deal that was announced on 13th December 2005, literally the day before US natgas prices hit their all-time record

Paul Sankey October 25, 2020 2:02 PM No Comments

Enterprise

Debate Sankey 10/23/20

It is Friday in Fall, a great time of year in the US. The guy who stole my diary has died. My thoughts are with his family. My wife is kicking me out because she’s fed up with my South American animal puns… ‘OK,’ I said, ‘Alpaca my bags.’ I once met someone who refused to talk to people unless the conversation was about fashion. He was very clothed-minded. Happy hour yesterday evening we were

Paul Sankey October 23, 2020 9:43 AM No Comments

ExxonMobil

Morning Sanknews 10/22/20

News: France quashes a major US LNG export contract on US methane emissions/fracking. Quite where this leaves Russia and Algeria has not been specified by the French. Story broke on Politico Pro. In 2016 a French minister had highlighted that US LNG contained fracked gas, so to speak, and that France bans fracking. We all remember Hess and the Paris Basin, seen to be one of the great fracking opportunities in the world, it will

Paul Sankey October 22, 2020 9:17 AM No Comments

Cimarex

Morning Sankey 10/21/20

I am thinking on a long refining short airlines trade. Not least because all my clients are complaining that you cannot make money in the E&P tape. I have a few who say they have been the right side of all four major deals year to date; and barely made money. While you get a 10% pop “this is not why you owned them.” In fact the latest disappointment was definitely Pioneer-Parsley, with an investment

Paul Sankey October 21, 2020 8:39 AM No Comments

Apache

Pioneer-Parsley & History

Breaking news: WSJ October 18th 2020 Pioneer Natural Resources is in talks to buy Parsley Energy, according to people familiar with the matter, as a wave of consolidation takes hold in the beleaguered oil patch. Word from the oil field is the deal was due to be announced last week and got sidelined by COP-CXO. (Twitter). M&A stories in the WSJ are considered the most reliable of any business new source. Last week they were

Paul Sankey October 20, 2020 8:11 AM No Comments

Concho Resources

Sunday Fall Sankey

Good Day The Sunday Sankey is macro heavy but starts with the micro oil story of the past week and quite possibly next week: Conoco-Concho. The rumored (Bloomberg) takeover was covered in three consecutive notes last week, and is now rumoured (Bloomberg) to be imminent. We shall see. That starts, but there is a ton of macro stuff in the Sunday Sankey ppt. Take a look. As the market closed Friday, $EOG spiked, and the

Paul Sankey October 18, 2020 11:57 AM No Comments

All Reports

Latest Sankey Links

Links to Research