Happy Hour today Thursday 2nd February 5pm ET, Mark Viviano, Kimmeridge Energy. Former Wellington Management PM, Mark is one of the leading voices in global oil equity investment best practice. As an activist, Mark is open to new ideas, will be a great chat on the state of E&Ps with a focus on management. As of last filings, Kimmeridge had take a nearly 5% stake in California’s CRC. Happy Hour Thursday 9th February 5pm, the…

It’s snowed in New York City! Buy natgas? As shown from the photo above this morning, it is pretty desultory snow. Today Wednesday 1st Feb Valero, Refining Conference closes out today 3pm ET with senior management: Chairman & CEO Joe Gorder, President & COO Lane Riggs, CFO Jason Fraser, EVP CCO Gary Simmons, IR Homer Bhullar, should be a great conversation, Valero just reported superb results for Q4 and 2022. Marathon had great results, PSX…

This week Valero management. Refining Conference continues Wednesday February 1st 3pm ET: CEO Joe Gorder, COO Lane Riggs, CFO Jason Fraser, CCO Gary Simmons, IR Homer Bhullar. 2023 Sankey Research Virtual Refining Conference – Interest Form ~ In the glory days of working for a “Bulge Bracket” bank, I persuaded my boss, the Head of Equity Research, that I needed to take an extremely expensive 2 day course with the self-proclaimed grand wizard of “Visual…

Big week ahead, It’s that money time of year. This week packed with full year earnings. 10ks coming. The grind from New Year’s to March Madness/Spring break. This is when you earn your contract. This week Valero management. Refining Conference continues Wednesday February 1st VLO senior management: CEO Joe Gorder, COO Lane Riggs, CFO Jason Fraser, CCO Gary Simmons, IR Homer Bhullar. Are you seriously saying we can buy Valero stock here (all time highs)…

Good morning from a utilitarian hotel room at the Hyatt Regency downtown Houston, Cowabunga! Do we have a line up for you: Valero! Refining Conference continues Wednesday February 1st with senior management: Chairman & CEO Joe Gorder, President & COO Lane Riggs, CFO Jason Fraser, EVP CCO Gary Simmons, IR Homer Bhullar, should be a great conversation, Valero just reported superb results for Q4 and 2022. 2023 Sankey Research Virtual Refining Conference – Interest Form…

Happy Chinese New Year, The year of the Rabbit starts in a rush, with a busy for earnings, for us starting with Baker Hughes tomorrow, Monday before the market, Halliburton Tuesday, Hess Wednesday, Valero and Murphy Thursday, and Chevron Friday. Schlumberger ended last week by reporting a beat and underperforming (see 3 day chart below). No bueno. Historically we have been cynical on oilfield service, because they report feeble earnings relative to market cap and…