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 14, 2025 at 1:13 PM
Rich is clearly one of the most impressive CEOs in global oil. The company is ahead on its targets to the point that we are working towards a major update and outlook. Very enjoyable chat, and I locked in an invite to the Calgary Stampede (July 3rd-12th) next year, having mentioned that I have never been to this legendary event. Rich also took time to follow up with a thank you email, where the thanks …
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By Paul Sankey
Published on August 3, 2025 at 5:15 PM
Well, the negative revisions to jobs numbers on Friday drew a rapid response from Donald Trump, he fired the head of the Bureau of Labor Statistics. Not our first “Uh Oh” and it won’t be the last, by any means. But statistics controversy fits well with the theme of our note today: power megatheme. Power is power. Below, the negative revisions in Jobs released Friday that radically altered the “apparent” (I am in data mode …
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