Friday before Xmas Sankey

By Paul Sankey Published on December 18, 2020 at 8:28 AM

Call to start 2021: our refining conference features all six independent refiners at CEO level. Sankey fireside chats back to back. Please join, you will start 2021 with a great understanding of markets, notable oil and and renewable diesel, but much more besides. I’ve got a case of Corona and I am not going to work today. I’m not sick, I’m just taking the day off to drink the whole case. Customer at a farmer’s […]

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Where is oil as Laura hits? Morning Sankey 8/27/20

By Paul Sankey Published on August 27, 2020 at 8:35 AM

Corporate newsflow remains quiet, with the market awaiting more details on the historic announcement from BP on its climate change plans, due September 14th-16th. Several major US oil investors consider this BP move a 100-year strategy shift for big oil. Notably the stunning -40% oil and gas production reduction, as a strategy pillar. US investors remain cynical, the most negative seeing the announcement as a smokescreen for the dividend cut. Elsewhere re-injection issues for ExxonMobil/Hess […]

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Sunday Sankey 7/26/20

By Paul Sankey Published on July 26, 2020 at 8:52 AM

As you float behind your wraparound shades, tan-topping on your infinity pool with the Bose underwater speakers cramming Dr Dre’s The Chronic, Kamikaze in hand, I will hunched pale white indoors in Brooklyn watching the final day of the UK Premiership. See slide within. New season starts Sept 12th, what a mess this year has been. There is the resolution of the European Champion’s League to fit in, and we have postponed the Euro 2020 […]

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