Sunday BP’s Marguerites and Bumerangues

By Paul Sankey Published on December 21, 2025 at 4:50 PM

Season’s Greetings, As recently as November 11th, I wrote to you about having dinner in Midtown Manhattan with Meg O’Neill, then Woodside’s CEO. So as you can imagine, the announcement Friday that Meg will eventually be the new CEO of BP (she does not start until April 2026) caught my interest. It was a surprise announcement, at least to me. We cover that today. The argument in this note is that BP should consider doing …

Pardon? * January 6th * Save the Date * What the (Oil) Traders are Saying

By Paul Sankey Published on December 18, 2024 at 11:45 AM

2025 Sankey Research Virtual Refining Conference Register your interest below for our 12th annual January Refining Conference, which takes place on the first working day of the year, to give you the first call on oil, right before Goldman in Miami. Format is Zoom fireside chats, with open Q&A – same as our Happy Hours/Strategy Sessions. Monday, January 6th 10AM | HF Sinclair (DINO) – Register for DINO Participating Management: Tim Go – CEO & President …