By Paul Sankey
Published on May 17, 2026 at 9:53 PM
Just back from lovely Morelia, Mexico, and to my great pleasure, it’s truly beautiful back here in Brooklyn Heights this weekend. Arcadian. The President of the UN General Assembly, and former German Foreign Minister, Annalena Baerbock, no less, has invited me to speak this week, as a panelist at an interactive dialogue of the General Assembly. That is all 193 member states – on commodity markets this Thursday at UN Headquarters in New York. So …
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By Paul Sankey
Published on October 26, 2025 at 7:31 PM
How does value get created and transferred in major energy companies? This past week we had Q3 earnings reports from an interesting representation of key US energy theme companies: Valero in refining, Matador in US exploration and production (E&P), Baker Hughes in transition from oil field service to new technologies, and GE Vernova as a play on “picks and shovels”: for US power demand growth. ~ And the winner was? Not the cheapest (Matador), not …
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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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