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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By Paul Sankey
Published on November 16, 2025 at 4:11 PM
The choking smog of the current filthy dumpster fire in Washington DC is hardly the ideal backdrop for the visit of Crown Prince Mohammed bin Salman to Washington this Tuesday, 18th November. The other major news this week will of course be NVDA results, after the market a day later, this Wednesday November 19th. My working theory is that even assuming NVDA puts together another remarkable beat, the market is now worrying about too many …
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By Paul Sankey
Published on November 13, 2025 at 12:48 AM
Tomorrow: 4pm ET Rich Kruger, CEO Suncor, let’s talk some sense in to these people, I am fighting for the oils here. Rich is like an assassin. We have questions. “I am the assassin! With tongue forked from eloquence.” – Marillion, Assassing. Worth a YouTube. ~ For sure I was over-excited going into the first Chevron analyst meeting since 2023 and post-Hess – the longest gap between Chevron analyst meetings of my career. So I …
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