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

BP, the gossip: Iron Ladies vs Irish Fire

Onwards BP! First, a push into biofuels tomorrow on Happy Hour at 4pm ET, Thursday, Zoom. Stone cold US biofuel expert: Brett Gibbs – BBG intelligence – Moderator, Renewable Fuels Forum chat room Thursday, May 28th @ 4PM ET Submit interest: Click Here We shall write more, as D4 and D6 Renewable Identification numbers are hitting $2/gallon, adding around 20c to a gallon of US gasoline at the pump (10.5% ethanol blending requirement). The entire

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Paul Sankey May 27, 2026 3:15 PM
Energy Transition
Paul Sankey

BP: Cut to SELL on (yet another) Chairman being Fired

As I just said to a hedge fund “this better be really, really bad” in regards to the shock announcement that Albert Manifold has been unanimously fired by the board of BP. To us, this is a disaster in terms of the concept that Manifold was fully hands-on as Chairman, in BP HQ five days a week with “only one small side project”. The concept was that Manifold’s performance at CRH would be driven into

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Paul Sankey May 26, 2026 8:57 AM
Energy Transition
Paul Sankey

Devon: A Man, a Field, an Ox, an Acre

Greetings, Refusing to chase Hormuz headlines for risk of insanity, I took a wander through the E&P headline of the week: Devon’s record-breaking $2.6 billion Federal Lease buy from the Bureau of Land Management in the prime Permian Delaware Basin, New Mexico. It was a historic sale—sweeping up 16,300 acres at a staggering $161,500 per acre—that triggered me to once again go down a rabbit hole driven by my own interest; sense-checking some old valuation

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Paul Sankey May 25, 2026 6:28 AM
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