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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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Energy Transition
Paul Sankey

Ducks, Datacenters, and Waves: CVX-MSFT

Hola, It was a relief to start the week as we hoped, with some non-Hormuz corporate newsflow, and in this note we talk about the Chevron vs Microsoft Permian mega-data center announcement. Relief, because my Sunday note on the geopolitics of the nation players in the Hormuz talks was exhausting to write, and sure enough the weekend talks yielded a framework for more talks, or something. Talks about talks for talks. The point of the

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Energy Transition
Paul Sankey

Sunday it’s not Poker, and it’s Certainly Not Cricket

Ola, que tal, With the massive distractions last week of SpaceX, just when you thought AI frenzy could get no greater – or surely top – a new Fed Chair Warsh, and of course the whole “MOU on Hormuz” situation, this week ahead will hopefully get the agenda back towards more specific energy stock stories with the big JP Morgan Energy Conference running over three days in New York, with tremendous interest in Devon’s CEO

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Energy Transition
Paul Sankey

Anchors Away! Now I’m Bullish…

Time to think about Russia? Today for Happy Hour we have Ron Smith, Russia expert, to consider what happens in the other front of World War III. Ronald P. Smith is the founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP) and a #1 ranked analyst by Institutional Investor and Extel. He has over 25 years’ of experience in equity capital markets and the Russian oil and gas sector. He began his career

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