Menu
Linkedin Twitter Instagram

Latest Video

Follow Sankey on YouTube

Most Read Notes

Hormuz Crisis Series: European Jets Jets Jets

Links to Research

Morning Sankey

Macro / Oil Markets

Companies / Micro

Sunday Sankey

Videos

Search
Tickers
AAPL AI APA AR ATD Biofuels Bitcoin BKR BP BP Canada CASY CCJ CEG China CHK CIVI CNQ COP CRK CTRA CVI CVX CVX-Hess D DAR DINO Distillate DK DVN EOG EPA EPD EQT Europe Gas FANG FTI GEV Global Oil Global Oil Balance Gold GOOG Gulf War III Guyana HAL HES Iran Iraq Israel Israel-Iran KMI LNG LNG M&A META MGY MPC MRO MSFT MTDR MUR MUSA Natgas Nuclear NVDA Oil Balance Oil Market Oil Markets Oil Price Oils Relative to the SPX Oils Share of SPX Oil Supply OKLO OPEC OVV OXY PAA PARR PBF Permian PJM Power is Power Power Markets PR PSX PXD Refining Renewable Diesel RIG RRC Russia Russia-Ukraine Saudi SHEL SHEL SHELL SLB Straits of Hormuz SU SWN Tariffs TOU Trump Trump II TSLA TTE UAL Ukraine US$ US-Iran US E&P US gas US Natgas US Oil US oil demand US Oil Production US Power Venezuela VG VLO VST WDS XLE XLU XOM

Quote of the day: In a war of ego, the loser always wins
Energy Transition
Paul Sankey

Now Here is What I Want Y’all to Do for Me

No doubt you have been drumming your fingers waiting for the news on this week’s Happy Hour, but after careful consideration, we are skipping it tonight, the Thursday eve of the market holiday tomorrow for the 250th-anniversary July 4th Independence Day celebrations and the market holiday tomorrow. Congratulations U.S.A.! Great job. Way to go. Nice win last night team USA in the World Cup into the big weekend celebration. We can say that there has

Read More »
Paul Sankey July 2, 2026 10:31 AM
Energy Transition
Paul Sankey

This is a Hormuz-Free Note: Guyana, ExxonMobil, PSCs

Goodness me, In the dust storm of Middle East War, today’s news of an anti-corruption purge in Iraq is the latest volatility, never mind the ships being attacked. But I didn’t get too far with that, given like everything else down there, nobody really knows what is happening. I reluctantly checked into X.com and read that the Iraqi Prime Minister had staged a Coup d’Etat. And put down my phone. Absurd. Corruption crack down may

Read More »
Paul Sankey June 28, 2026 5:59 PM

Neil McMahon Happy Hour, Ron Smith Happy Hour, Replays, Sense and Nonsense

Very interesting as expected with Neil McMahon, who was a brutal competitor to me when I first came to Wall St in 2004. Outstanding, controversial, vocal, technically excellent analyst. ://analysthub.zoom.us/rec/share/oYbncHcf3JBbSajA6cykKCEQiYOsypGBsM3S8kKA6fpRhoYEohZrXsvDkOkVb0HP.opKbt46ClZUvWTn1 Forgive me, I missed forwarding Ron Smith last week on Russia. Here it is, and after about 50 mins, some excellent input on Russian LNG from Gordon Shearer: https://analysthub.zoom.us/rec/share/T6jRKyqLMyW6GZgQ6rQT5Im2BNYxEBOAfndHCCDm0d7NHWOofDW6_Oa6sa3jGYbi.W_IWJQyGD7xJIgC_ Have a great day, I am flying back from Mexico City to NYC for the big

Read More »
Paul Sankey June 26, 2026 12:36 PM
VIEW ALL REPORTS