By Paul Sankey
Published on July 24, 2025 at 5:19 PM
There’s an oilfield service stock we like! FTI. There is an almost-oilfield service stock we like: Synopsis Energy Infrastructure. Other results Valero, great company. Enphase, single biggest loser from Trump II – painful place to be, we are not far off six months in, to four years. We do a little turn on Darling, after Valero, below, and a couple of others at the end, called things like Tesla and Google. So, some very interesting …
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By Paul Sankey
Published on August 7, 2024 at 9:37 AM
Tomorrow Thursday, August 8th 4PM ET Greg Bordelon vs Paul Sankey Happy Hour open mic session for Happy Hour. Sorry we had originally said 1pm but that clashes with the Oxy earnings call, so if we want a shot of Warren Buffett joining, better we will go right after the market at 4pm. Looking forward to catching up on a LOT of stuff. Sankey Strategy Session | Paul Sankey & Greg Bordelon – Interest Form …
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By Paul Sankey
Published on May 15, 2024 at 4:42 PM
*** PREMIUM EVENT *** Tomorrow Happy Hour 4pm ED MORSE – the most tenured Wall Street (and DC) Oil guru, now Special Advisor to Hartree Partners, formerly Citi, CS, LCM, Lehman, Barclays, Hess, Phillips, President of Energy Intelligence, DOE under both Carter and Reagan, Princeton PhD, Johns Hopkins… the man is an oil legend. Register interest here: https://sankeyresearch.com/conference/sankey-strategy-session-ed-morse-interest-form/ Uncutting Ribbons, Restoring Emissions Renewable Diesel (RD) is a real-time disaster that provides a bitter cautionary tale …
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