By Paul Sankey
Published on February 3, 2026 at 10:35 AM
The end game here is less US oil companies producing less US oil (& gas) for higher pricing and margins. That is exciting. While casual observers might see yesterday’s Devon for Coterra take-under as obviously disappointing – both stocks fell on the day, for the dreaded damp squib double decline, in reality, this a step in a process, not an end game. Devon announces bid for Coterra but “this is far from over”. Next step, …
Read More
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 …
Read More
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 …
Read More
