By Paul Sankey
Published on September 9, 2026 at 11:37 AM
Energy investors were shocked by the AI selloff in July, the tide went out real fast, revealing a lot of naked-long AI-energy swimmers. So yesterday, the Barclays start-of-analyst-year conference in New York had some strongly pleasing backdrop after a tough mid-summer: Oil hits $100 Refining margins off the scale Gulf Coast WTI 321 $67/bbl MARGIN Investor favourites Solaris Energy Infrastructure rips +16% on 40% guidance increase on first day of Barclays. We are back, baby. …
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By Paul Sankey
Published on July 27, 2026 at 7:33 PM
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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By Paul Sankey
Published on February 8, 2026 at 7:39 PM
We sent you a note on Uranium this morning, and so will keep this brief. I said I would do return a favour to Hedge Fund guru Doug Garber and join him on a podcast, and now I am being thrown in as a Venezuela expert. Which is the old “tallest dwarf” joke, but here it is, Friday February 13th, don’t forget Valentine’s Day next Saturday: https://shorturl.at/hzIn7 ~ Our note on last Friday’s: “XOM for …
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