Sunday Existential TOTAL Cinema

By Paul Sankey Published on September 27, 2026 at 6:43 PM

This morning getting coffee was a wet and blustery experience. That said, my backyard (surrounded by buildings) weather station records 0.6” rain and 20mph wind peak gust (JFK recorded a 56mph gust, but flights basically fine). Nor’Easter fake news? It is more lively out on the Brooklyn Heights Promenade for sure, and the tide is lapping as high as I have seen it along the shore in Brooklyn Bridge Park. The main observation is that …

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You what?!? Magnolia dilutes into M&A; COP enters Iraq

By Paul Sankey Published on July 21, 2026 at 1:55 PM

It was said that the late, great oil legend Steve Chazen, former CEO and Chairman of Oxy and then founder of Magnolia Oil & Gas, had one of three responses to emails: “Yes”, “No” and “Have you lost your mind?” Two recent announcements had us questioning which reply to send. HOUSTON–(BUSINESS WIRE)–Jul. 17, 2026– ConocoPhillips (NYSE: COP) today announced it has agreed to terms with bp to acquire a 42% interest in BP Energy Company …

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Morning Xi is Your Man

By Paul Sankey Published on July 14, 2026 at 9:05 AM

We had Ed Westlake, former lead oil analyst at Credit Suisse, lined up for Happy Hour guest this week (Ed has relocated from Seattle back to Tribeca, NYC). “After 20 years as a successful Energy Equity Research analyst in Europe and the US, I recently set up Wonderland Analytics. Our goal is to use the increasing availability of data/compute, together with equity/industry analysis, to predict the direction and volatility of US equities/credit/CDS/ETF’s (all sectors). We …

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