By Paul Sankey
Published on October 10, 2026 at 1:29 PM
Pleased to say that next Thursday Happy Hour will be with Robert Clarke, Vice President, Upstream Research at Wood Mac, Lower 48/US/Global Unconventional E&P stone-cold expert. He comes with a strong view of things like Devon, Continental, ExxonMobil Permian, Chevron Bakken… ~ Here is my latest video, I really am doubting the YouTube videos but I have two 20-something lads who are keen to get the channel going, basically the son of a friend and …
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By Paul Sankey
Published on August 30, 2026 at 9:39 PM
Guess who’s back, back again? Yes, we are back in Brooklyn. “Everybody” ie the media, is asking me about Venezuela and I will be on Bloomberg TV tomorrow morning to celebrate my return to The Big Apple. We will address that and all the other news into Labor Day, including hosting Happy Hour this week with Kathleen Kelley, Jan Stuart on global oil, Gordon Shearer on LNG, for a quick fire update session, 4pm Thursday, …
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By Paul Sankey
Published on May 25, 2026 at 6:28 AM
Greetings, Refusing to chase Hormuz headlines for risk of insanity, I took a wander through the E&P headline of the week: Devon’s record-breaking $2.6 billion Federal Lease buy from the Bureau of Land Management in the prime Permian Delaware Basin, New Mexico. It was a historic sale—sweeping up 16,300 acres at a staggering $161,500 per acre—that triggered me to once again go down a rabbit hole driven by my own interest; sense-checking some old valuation …
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