Midday Verb

By Paul Sankey Published on August 30, 2022 at 1:29 PM

Happy Hour this week with Michael Lynch, absolutely tenured energy analyst. Michael can explain the last time California had an EV mandate and why it  bombed, he had a good article in Forbes this past week about it. Long time MIT, totally established energy expert. I will be chatting to him, and if the attendance is graveyard slot (this Thursday evening before Labor Day weekend) I will persuade him to return. Mike Lynch President at […]

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Morning Take a Sad Song

By Paul Sankey Published on August 3, 2022 at 9:23 AM

Tomorrow KelleyKelly Hour: Kathleen Kelley on OPEC. Frank Kelly on Washington DC – lots of action there. View share from clients on results and what they expect next. Tomorrow Thursday 4th August 5pm Eastern. Register for this meeting: https://us02web.zoom.us/meeting/register/tZUkc-qvqjgrH9NWL5mVuMMR2AyR3q1cZrtm We increasingly think that we will favour buyback-heavy oils going into the second half, with our year starting, as always, day after Labor Day. What happens next? The Big Oils are all singing from the same […]

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Morning Go Pelosi

By Paul Sankey Published on August 2, 2022 at 8:07 AM

Signature stock: Diamondback strong results, high cash return Signature stock: Devon strong results, high cash return Pelosi to Taiwan: the Administration has strong foreign policy and is pushing China I spoke to a senior government official with knowledge of Foreign Policy yesterday. We first agreed, that we are suffering “lingering COVID” where our recovery from a bout in the past weeks has persisted with non-debilitating symptoms, fatigue, etc – I had a similar conversation with […]

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