Peter McNally

Global Lead - Industrials, Materials & Energy at Third Bridge Forum
Ex-Deutsche Bank, Kingdon Capital, Galleon, ING, Bankers Trust, Univ. of Chicago, Bucknell

[Javier Blas @JavierBlas]

@gbrew24 😂Couldn't agree more.

[Peter McNally @ppmcnallyjr]

You all have the $HES trucks to show your status as an oil analyst but can you combine the 50th anniversary truck with the Kerr-McGee binoculars on your shelf?

[Peter McNally @ppmcnallyjr]

@JavierBlas Or New Jersey that the reputation that it has…

[Peter McNally @ppmcnallyjr]

With all of this Twitter-now-X talk, does anyone remember Eike Batista and OGX, MMX, LLX, MPX, et al and all the “Power of X” talk? It did not end well for investors…I have plenty of notes from the era but no presentations (sadly) to have a laugh at.

[Global Energy Center @ACGlobalEnergy]

The Biden Administration’s recent passage of the #InflationReductionAct expresses an American commitment to the clean energy transition.

@Joe_Webster_CRR discusses the impact that the IRA will have on green hydrogen production in the coming years.
https://t.co/yhzHvxhrki

[Peter McNally @ppmcnallyjr]

https://t.co/3FK5tx9tXp
So I can get paid to NOT charge the EV provided to me with a huge tax credit? Sigh...

[Peter McNally @ppmcnallyjr]

@JavierBlas That’s US$269/bbl at an exchange rate of 415.2 if my math is right

[Peter McNally @ppmcnallyjr]

62 minutes until warmups conclude. #habs ⁦@CanadiensMTL⁩ ⁦@PruCenter⁩

[Peter McNally @ppmcnallyjr]

Prepping for the $XOM Exxon meeting next week, I came across this slide from 2014. The oil price may be back to 2014 levels but the opportunities are sure different.

[Peter McNally @ppmcnallyjr]

@JavierBlas

[Peter McNally @ppmcnallyjr]

I have not been in the $100 oil camp. But I’ve opened the glowing blue jaws of LPG demand growth. Everything being reconsidered.

[Peter McNally @ppmcnallyjr]

#cadillactrivia Henrik Zetterberg - last goal at Joe Louis Arena

[Peter McNally @ppmcnallyjr]

https://t.co/vSnjKjZ56J
Can anyone reconcile these two things? #Oil

[Peter McNally @ppmcnallyjr]

New York to London in 3.5 hours? United Airlines to buy 15 ultra-fast planes from start-up Boom Supersonic. Fun talking to folks today about ⁦@teamthirdbridge⁩ research on future #travel ⁦@UnltedAirlines⁩ https://t.co/uyoWkf70Ml

[Peter McNally @ppmcnallyjr]

Can we all just calm down about #inflation ? Just compare the 2021 index to 2019 and annualize it. But if you want to keep doing this, we've got one tougher comp ahead.

[Peter McNally @ppmcnallyjr]

@Grayson_Anderse watch using "dark side" these days, Grayson!

[Peter McNally @ppmcnallyjr]

#hydrogeneconomy 6 May 1937 and 2021
The Hindenburg lost it all on this date. NEL, the electrolyser manufacturer, has lost nearly a third this week and almost 40% YTD thru this infamous date #hydrogen

[Peter McNally @ppmcnallyjr]

How the US can stimulate private investment in cutting carbon via @FT
Always good to hear from ⁦@bhandlerenergy⁩ and even better to see him in the FT. https://t.co/G4dAs2Nu5Q

[Aaron Task @aarontask]

New....'energizing' #podcast feat @ppmcnallyjr talking #energy #infrastructure #Crude_Oil and what #Biden means for US producers. LISTEN: https://t.co/2gmLWlJcgk $XLE cc @CMEGroup @aman86

[Peter McNally @ppmcnallyjr]

@ArjunNMurti “The toughest thing about a good party is knowing when to leave” some smart guy said.