All Equity Research Reports | Paul Sankey

Cheniere

Morning Hyde Park

Greetings from Hyde Park, We are back in London, Paris was controversial; Patricia considers it the greatest most wonderful place on earth, I get into arguments with Parisians, Selloff dynamics Hess reminder Phillips 66 Comments Morocco? Algeria It’s only rock ‘n’ and I’m 80 On the selloff: To me, the charts are not broken, but we nibbled 5% of the S&P500, then collapsed back to just over 4.1%. It is actually barely visible on the

Paul Sankey June 26, 2022 11:47 AM No Comments

Aramco

Morning St Germain des Pres

How did we get murdered? Murdered? CHK took out 3.5% of their share count in just over a month. Why am I in Paris, writing from St Germain des Pres? Where did it all go wrong? George Best used to tell the story of winning in a casino, while dating Miss World, and lying in a hotel room with her, empty champagne bottles spread across the room. The service guy entered, looked at the scene,

Paul Sankey June 23, 2022 8:45 AM No Comments

Chevron

Morning Chefchaouen

Action items: Every house in Morocco has a flat roof – but there all-but no visible solar. The projects here are mega; centralised. In Mexico you see a lot of panels. Our overall thought/dream has been that almost everything that uses energy should have a booster solar panel on it, attached to a battery. A “US Solar Buyer Consortium” is open-bidding $6bn for 7GW of US-built panels. Stalking horse to justify solar panel imports? Sure,

Paul Sankey June 22, 2022 6:52 AM No Comments

Apache

Sunday Marrakesh

Greetings from La Villa des Orangers, Medina (Old Town), Marrakesh, Today – are the big E&Ps cheap? Antero LNG exports – 70mmcfd or 1bcf/d? Postcard from Morocco They say if you want a question answered on the internet, don’t ask the question, but rather post a bold false statement, and you will be flooded with corrections. It is an interesting point on human psychology. Earlier this week we said that Antero was exporting 1bcf/d of

Paul Sankey June 19, 2022 10:06 AM No Comments

Uncategorized

The Man to Beat Reagan

Sankey Research never sleeps – dreaming of oil – but we got back from Royal Ascot last night at 1am – travelling by train and tube, all jolly good natured – and were locked out of my mother’s apartment. An argument over blame ensued. Either way, I stumbled into breakfast at 7:30am London time this morning with Pierre Breber, CFO of Chevron, in a beautiful room at the Langham Hotel, opposite the old BBC HQ

Paul Sankey June 17, 2022 7:18 AM No Comments

Government & ESG

Burning Victory (for the Gold Cup)

Off to Royal Ascot today, thoughts before we take the train, suited, booted, and in Patricia’s case, hatted. We are with the plebians for a variety of reasons. So, I do not need to dress as a penguin/full morning suit and topper (Royal Enclosure dress requirement; there are tiers of “enclosures” descending from Royal, down to Windsor, based on social class, or in America, you would say money (debt will do)). A suit, plain shirt,

Paul Sankey June 16, 2022 6:56 AM No Comments