Thematic: China-US in the Age of Hormuz

By Paul Sankey Published on May 15, 2026 at 12:07 AM

Please find attached our mid-Trump-Xi note, that attempts to cover the arc of the China energy challenge in the Age of Hormuz, mid-summit. History in the making. Hope you enjoy reading it as much as I enjoyed writing it. Paul Morelia, Michoacán, Mexico, 5/14/26

Morning Klipperty, Becks and Loudermilk

By Paul Sankey Published on January 26, 2024 at 8:32 AM

Mark Viviano of Kimmeridge private equity is always impressive. He was on our Happy Hour last evening, to a good crowd of investors. In 2020 Viviano launched a first fund for Kimmeridge, as a “public activist” model. That fund has now returned money to investors, which triggers Viviano’s return. OVV and Oasis were two high profile investments there. Oasis merged with Whiting to form Bakken play Chord Energy. OVV awaits a strategic move, in the …