By Paul Sankey
Published on April 26, 2026 at 8:36 PM
This week, delighted to say we will host Ed Morse, the most tenured oil analyst on Wall St, a legend, to Happy Hour at our regular 4pm ET time slot, Thursday (30th April – time flies). I appeared on CNBC with Ed live from the NYSE in March 2020, and listened to answers very, very carefully. I walked away and tripled all my demand destruction forecasts, worked out the combination of Saudi at record production …
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By Paul Sankey
Published on August 1, 2025 at 4:56 PM
Client comment of the week: “I’ve received 20-25 notes from Neil Mehta (Goldman Sachs lead oil analyst) in the last 12 hours. It’s bananas”. TOTAL $TTE feedback Major Long Only: “Your math on TOTAL’s dividend yield is so bad, I want to cry”- But my point was correct! Huge cash yield, great company Major investor: You made great (positive) comments on Enterprise. Couldn’t agree more. Key here is estate management, you buy it for the …
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By Paul Sankey
Published on July 29, 2025 at 5:19 PM
Hot times, summer in New York City today, hitting 96°F (36°C), at least failing to break 100°F (38°C). We got the air con blasting, and all the oil news today is cryogenic. In this note we talk about Enterprise Product Partners (results yesterday, OPEC chat) and first, Baker Hughes, from the top rope, with an all-cash deal for Chart Industries (ticker $GTLS, assume the ticker is gas-to-liquids reference), just when we thought the BKR story …
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