By Paul Sankey
Published on June 28, 2026 at 5:59 PM
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 …
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By Paul Sankey
Published on May 10, 2026 at 2:01 PM
Greetings from Guadalajara, We attended family wedding. Quite the fiesta. I’ll give you a hint: this is the capital of Jalisco, the home of Tequila. ~ The past week was absolutely bewildering in global oil markets; the market seems to buy a peace narrative which we greatly struggle to believe in. As considered from the crisis start, we cannot see that the Iranian Revolutionary Guard will easily cede its sudden position of global super-power (especially …
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By Paul Sankey
Published on November 22, 2025 at 8:06 PM
Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day …
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