Shell for BP Takeover: Denial is not LNG in Egypt

By Paul Sankey Published on June 26, 2025 at 1:30 PM

Starting in a couple of hours, 4pm ET, me vs Dan Dreyfus, hedge fund CIO, Bornite Capital. Join, he sees the world extremely clearly, which is helpful. Register here for this Premium Event. Hard to get credible money managers to talk about managing money. https://sankeyresearch.com/conference/sankey-strategy-session-daniel-dreyfus-bornite-capital-interest-form-2/ ~ Shell for BP, chatting to my legal snout in London, my thoughts that maybe Shell was being cute in its denial statement regarding a BP takeover “not considering”, “not …

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Afternoon Vostok, Russia, and Muppets

By Paul Sankey Published on June 12, 2025 at 3:03 PM

Today, soon! Zoom Happy Hour: Russia expert Ron Smith Thursday, June 12h, 4PM ET. Ron has decades of in-Russia experience in finance and is now founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP). Registration Link – Click Here ~ In a recent note, I mentioned that I doubted Russian production capacity, and whether they really have 1mb/d of spare capacity, held back on OPEC+ cuts. Ron read the note and commented: “One subject to …

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Morning War and Peace, Crime and Punishment

By Paul Sankey Published on June 10, 2025 at 9:48 AM

Russia, on Happy Hour this Thursday. Ron Smith, Russia expert, 4pm Zoom. We could not publicize this event sooner, as Ron was on Jury Duty call up for yesterday and… trail collapsed. He is good to join. Ronald Smith is currently the founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP), which he established in 2020. He has 25 years’ experience in equity capital markets and the Russian oil and gas sector, including …

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