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Quote of the day: Pelé: “Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do.”
Energy Transition
Paul Sankey

Riding the Oilfield Service Rodeo, with HAL, PUMP, and WTF

Publishing a note on Sunday has become existential for me, so I apologise for not getting this note out yesterday. This is my Sunday note… so late it is on a Monday. I have stripped it down to be mostly about Halliburton. What started as a quick look at Halliburton’s results for Sunday, then got tangled with Liberty Energy down -25% on its results last week, SLB results then had that stock moving strongly higher

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Paul Sankey July 27, 2026 7:33 PM

Happy Hours: Ed Westlake 4pm today, Valero Randy Hawkins, head of trading, August 6th

Thursday, July 23rd @ 4PM ET Guest: Ed Westlake, former lead oil analyst at Credit Suisse, CEO/Founder Wonderland Submit Interest: Click Here Thursday, August 6th @ 2:30PM ET Guests: Valero –Randy Hawkins- VP International Crude Oil Supply & Trading, and Brian Donovan – VP, IR Submit Interest: Click Here Please join this afternoon for Ed Westlake, I think it will be a great chat and a unique combination of a former top oil sellside analyst

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Paul Sankey July 23, 2026 10:20 AM
Energy Transition
Paul Sankey

You what?!? Magnolia dilutes into M&A; COP enters Iraq

It was said that the late, great oil legend Steve Chazen, former CEO and Chairman of Oxy and then founder of Magnolia Oil & Gas, had one of three responses to emails: “Yes”, “No” and “Have you lost your mind?” Two recent announcements had us questioning which reply to send. HOUSTON–(BUSINESS WIRE)–Jul. 17, 2026– ConocoPhillips (NYSE: COP) today announced it has agreed to terms with bp to acquire a 42% interest in BP Energy Company

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Paul Sankey July 21, 2026 1:55 PM
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