Sunday Sankey 5/23/21

By Paul Sankey Published on May 23, 2021 at 12:19 PM

Watching Iran, but 1mb/d of oil exports are already in the market. Huge week ahead for ExxonMobil, with the Shareholder Meeting and board vote on Wednesday this week. We wrote about it on Thursday, see the note on www.sankeyresearch.com or emailed. Noted that Halliburton shareholders rejected the company’s pay proposal last week, which is encouraging. The pay of oil executives relative to shareholder returns has been an abomination for years. Executives should try a few […]

Morning Garland

By Paul Sankey Published on December 29, 2020 at 9:13 AM

Today we note who benefits from low natural gas prices, especially with propane prices ripping higher, and take a look at a key theme for Phillips 66 at our refining conference, the Dakota Access Pipeline. We will cover other themes for the big refiners this week as we run into our refining conference next Monday January 4th. Basically, a forgotten winner from low natgas prices is refining. Also Canadian heavy oil producers, like refiners, have […]

Morning Sankey 7/7/20

By Paul Sankey Published on July 7, 2020 at 8:08 AM

On the inflationary impact of Dakota Access Shut Down; and US oil production growth… Continue reading