By Paul Sankey
Published on November 9, 2025 at 5:34 PM
Busy week ahead! ENI ringing the bell on the NYSE tomorrow with management comments meeting for analysts. I’m seeing if I can jump on CNBC while I am on the exchange floor. It is a TV set and bell ringing photo op these days. The traders nowadays are chips in data centers. Those guys on the floor are extras. Woodside CEO Meg O’Neill dinner on Tuesday. CVX post-Hess analyst meeting Wednesday November 12th. Happy Hours …
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By Paul Sankey
Published on October 14, 2025 at 4:39 PM
Happy Hour this week with Doug Garber, former top Hedge Fund portfolio manager who has recently attended the Barclays and Jeffries Energy Conferences, and GS Tech Conference (Communacopia?). He has some views. We are going at 12pm to fit Doug in, but note that we now record the one hour session and distribute to premium customers. Doug will be distributing through his channel www.PitchthePM.com https://sankeyresearch.com/conference/sankey-strategy-session-doug-garber-interest-form/ Doug’s full bio is at the end of this note. …
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By Paul Sankey
Published on October 12, 2025 at 6:47 PM
Greetings from Brooklyn Heights, Well, the big story on Friday was the shocking arbitration decision against US start-up-to-giant US LNG exporter Venture Global, right? BP wins a major legal case! Wild. Well it was big news, until that is, we got a Truth Social post from Donald Trump that cratered the NASDAQ by eight handles and sent crypto-currencies to their largest one-day value loss in history of around -$19bn, sending social media into a frenzy. …
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