The Man to Beat Reagan

By Paul Sankey Published on June 17, 2022 at 7:18 AM

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 […]

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Natgas Prices, Arbs, $AR, and Snoop

By Paul Sankey Published on June 15, 2022 at 7:01 AM

Our main concern about the Freeport LNG export outage is that it inspires some “consumer hero” politician in Washington to justify an export ban on oil & gas. The price impact of a cut to gas exports was dramatic yesterday, -15% on spot Henry Hub; Freeport said it would be out for 90 days, end 2022 full resumption. It is imperative that Washington understands the importance of free trade and the role in US oil […]

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For Love & Money: Chazen Time

By Paul Sankey Published on May 11, 2022 at 8:52 AM

Recommending BUYBACK PLAYS in this tape. We love the Diamondback approach of buybacks when the stock is cheap, specials when the stock is expensive. PREMIUM EVENT Sankey Strategy Session: Kaes Van’t Hof – President and CFO, Diamondback Energy This Thursday May 12, 2022 05:00 AM US Eastern Time. Register Here: https://us02web.zoom.us/meeting/register/tZ0rcuyorD8rEtFYFdOdB79bWBSDY7MFzYzP ~ Legendary oil executive Steve Chazen on yesterday’s Magnolia $MGY conference call; “I think that the re-evaluation of the industry from 4% of the […]

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