CERAWeek 2: Hamm on a Horse

By Paul Sankey Published on March 26, 2026 at 11:33 AM

Day 2 & 3, CERAWeek, a key organizer told me that there are 12,000 attendees, 900 companies, and at peak, 19 simultaneous presentations. That leaves me around 1.5 minutes at each presentation if I run between the four floors and two venues. Today for Strategy Session, 45 minutes live from CERAWeek, 3pm CT, 4pm ET, after I have to run to meeting with Greg Goff. I have invited our favourites Gordon Shearer (LNG), Kathleen Kelley …

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Morning Frank Kelly, BP and Reserves Lives

By Paul Sankey Published on March 12, 2026 at 9:21 AM

Today a short 30 min Happy Hour with Frank Kelly, our Washington DC guru. He will give us the DC gossip, which I am desperate to hear. Man, they got some stuff going on up there right now. *** NOTE LATER TIME TO ACCOMMODATE FRANK *** 4:30PM ET ZOOM. Guest – Frank Kelly – Founder & Managing Partner, Fulcrum Macro Date/Time – Thursday, March 12th at 4:30pm ET Registration- Click Here Frank was head of government affairs …

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BP: Can’t Get Out of its Own Way

By Paul Sankey Published on February 10, 2026 at 8:41 AM

What do you think on BP? Major investor: “They fumbled the buyback guidance” BP absolutely fumbled their buyback guidance, turning what could have been a straightforward story of financial prudence into this head-scratcher headline: ”BP cuts buyback, re-iterates 2026 net debt target unchanged” That whacked shares over- 4% this morning – there goes -$4bn on the London open, off BP’s $100bn market cap. Good morning to you. BP held the dividend steady at 8.32 cents …

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