By Paul Sankey
Published on September 7, 2026 at 2:37 PM
Strap in everyone, we are entering the time of year, post-Labor Day, when time flies. Before you know it, it will be January. NFL: my Giants snouts are calling for a 0.500 season. Ufff. Yankees are in the playoffs, the Mets have been a total, complete, disaster. Highest payroll, worst results. ~ Tomorrow, Tuesday at the big annual energy conference that starts our year, on the marathon from Labor Day to Memorial Day, we have …
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By Paul Sankey
Published on May 28, 2026 at 3:37 PM
This week – starting shortly – we host Brett Gibbs of Bloomberg Intelligence, a US biofuels analyst. You either know this subject stone cold, like Brett, with constant attention to the shifting quick sands, or you have to live like me, constantly reminding yourself what is going on, desperate to forget. Time for an update, because RINs prices are on a runner. Brett Gibbs – BBG intelligence – Moderator, Renewable Fuels Forum chat roomThursday, May …
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By Paul Sankey
Published on October 16, 2025 at 10:01 AM
Today Strategy Session at 12pm: Doug Garber, former major hedge fund Portfolio Manager (recently attended Barcap, Jeffries energy conferences, Goldman Tech) and founder of PitchthePM.com. Doug works a lot on process, in portfolio management and research, and if you have up-and-comer analysts on your team, you might want to encourage them to listen. A recording will be distributed. https://sankeyresearch.com/conference/sankey-strategy-session-doug-garber-interest-form/ ~ Cooking oil! You can imagine those of us in a niche segment of Wall Street …
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