The Big Unit is back

By Paul Sankey Published on February 1, 2022 at 8:53 AM

Strategy Session this Thursday 4:30pm with Joe Gorder, Valero Chairman & CEO; Lane Riggs President & COO; Jason Fraser, EVP, CFO; Homer Bhullar, VP IR & Finance. Joe has overseen enormous success as CEO of Valero overseeing a cumulative return since he started in 2014 of 94% for Valero stockholders. Not only does Joe lead the world’s largest independent refiner, he has also built the largest producer of renewable fuels in the US. All the […]

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How to get to $100 (Hess)

By Paul Sankey Published on January 28, 2022 at 9:15 AM

My friend Hunter has gone vegan. Now we call him Gatherer. Where does Putin keep his armies? In his sleevies. Why does the Norwegian navy have barcodes on the side of their ships? So when they arrive back at port they can Scandinavian. A man rushes into the Doctor’s office “Doctor, I am shrinking!” Doctor: “Can’t you just be a little patient?” Think you are good at English? Try this: Why do British people love […]

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The most bullish I have seen this chart

By Paul Sankey Published on January 26, 2022 at 8:52 AM

Super bullish charts today, see below, especially with Hess beating. Are returns up in oils? Well, Hess just reported 85c for the quarter compared to -32c a year ago. They should put it in the growth index <wink>. But first, as the market melted down this week, somebody responded as to why, that the Fed was raising rates and World War 3 was about to start. But I just can’t get past my gut feeling […]

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