Sunday and Smith Must Score

By Paul Sankey Published on January 11, 2026 at 8:23 PM

This note covers the Oil CEO meeting at the White House on Friday, and tomorrow we host Mark Lashier, CEO Phillips 66, who was in the room. Refining Conference continuation: Jan 12th Monday @2:00pm ET – HF Sinclair – Timothy Go, CEO, Craig Biery, & Trey Schonter III, IR Jan 12th Monday @3:30pm ET – Phillips 66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Sean Maher IR To round out, also at the White House meeting: Feb 4th Wednesday @4:00pm –Valero– Lane Riggs, …

Read More

Afternoon All You Need is Love (and Rockets)

By Paul Sankey Published on January 8, 2026 at 2:27 PM

Tomorrow: PBF Refining Conference one-off, followed by a Monday back-to-back. Best performing energy stocks in the market, mate. Jan 9th Friday @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12th Thursday @2:00pm  – HF Sinclair – Timothy Go, CEO, Craig Biery, & Trey Schonter III , IR Jan 12th @3:30pm – Phillips66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Sean Maher IR Jan 15th Thursday @ 4PM ET *BONUS HAPPY HOUR* – Kloza Advisors – Tom Kloza, CEO Register here: https://sankeyresearch.com/conference/sankey-refining-conference-interest-form/ ~ …

Read More

Invitation: Refining Conference 2026

By Paul Sankey Published on December 31, 2025 at 9:13 AM

Sankey Research Refining Conference – starting the year with a bang as always: To register:  Click Here  Jan 5th Monday @10:00am – Marathon Petroleum – Maryann Mannen, CEO & team Jan 5th @11:15am – Senior Refining Executive – Greg Goff – Industry legend Jan 5th @1:00pm – Delek – Avigal Soreq, CEO & Mohit Bhardwaj, IR Jan 5th @2:00pm – Par Pacific – Will Monteleone, CEO & Shawn Flores, CFO Jan 9th Friday @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12th Thursday @2:00pm  – HF Sinclair – Timothy Go, CEO, …

Read More