By Paul Sankey
Published on March 31, 2022 at 9:26 AM
We have the perfect guest on Strategy Session tonight at 5pm – Delek CEO Uzi Yemin, a refiner who actively buys oil from the Strategic Petroleum Reserve. One interesting line from regular guest Kathleen Kelley – the expected 1mb/d SPR release announcement strongly implies no Iran deal. Houthi attacks on Saudi – who squarely blame the Iranians for Houthi support – have further reduced the likelihood of a deal. She also states that the move […]
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By Paul Sankey
Published on December 26, 2021 at 1:43 PM
Happy Boxing Day, The name Boxing Day being for boxes given to servants for their big day off: 26th December. My servants are all off, so here I am. So; we start the year with Refining conference, we continue to watch Washington which has to get some legislation done; it may not, as the split in the Democrat Party might almost be terminal. The Progressive vs Moderate split goes to the heart of the current […]
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By Paul Sankey
Published on November 5, 2021 at 8:35 AM
Ezra’s first quarter as EOG CEO and he lofts it out of the park – massive increase in regular dividend, big special, buyback, he is in NYC next week, take a victory lap Pioneer wanes yesterday after weak buyback guidance Apache on fire We like Denbury on CO2 negative oil, and encourage Oxy carbon ventures Sunrun – we expected either a crashing miss or wild beat and massive stock reaction; we got neutral Delek beats; […]
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