Quote of the day: “October, baptize me with leaves! Swaddle me in corduroy and nurse me with split pea soup.” — Rainbow Rowell

Chevron Happy Hour – Registration Link

Thank you, anonymous hero and friend, for pointing out that I forgot to add the link for tomorrow’s Happy Hour with Jeanine Wai, Chevron IR, 4pm ET in a big week for the company. Register here: https://sankeyresearch.com/conference/sankey-strategy-session-jeanine-wai-interest-form/ To focus on the CVX outcome here, it’s pretty clear Eimear Bonner will be next CEO and Jeff Gustavson, by then, the established CFO. You can see Mike Wirth continuing as Chairman, which separation of Chair and CEO

Read More »
Energy Transition
Paul Sankey

Chevron News & Happy Hour Tomorrow

With a lot of newsflow, Happy Hour will feature Chevron tomorrow, Thursday Oct. 8, at 4 ET, with locked-in guest Jeanine Wai, Director of IR. Maybe she can bring a bonus guest. My Masters of the Universe dinner with a major market maker is tonight in Midtown. I am back in Brooklyn after a great weekend wedding in Michoacán, Mexico, the world’s avocado capital. DOE – Refining Right at top of Range for time of

Read More »
Energy Transition
Paul Sankey

Late For Your Own Funeral

Welcome to October 2026 covering oil – (or we say global “Energy and Energy-adjacent”). Because of course, right now it is not just about oil. AI, power. Natgas. We are sucked into industrials and defense. “In the last 72 hours, 4 tankers were hit out of 125 that passed. 3 of the 4 completed the transit, as damage was minimal” Are they firing blind? “100%. We took out 200+ small boats, 80+ radars and early

Read More »