By Paul Sankey
Published on September 7, 2026 at 2:37 PM
Strap in everyone, we are entering the time of year, post-Labor Day, when time flies. Before you know it, it will be January. NFL: my Giants snouts are calling for a 0.500 season. Ufff. Yankees are in the playoffs, the Mets have been a total, complete, disaster. Highest payroll, worst results. ~ Tomorrow, Tuesday at the big annual energy conference that starts our year, on the marathon from Labor Day to Memorial Day, we have …
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By Paul Sankey
Published on July 30, 2026 at 12:54 PM
Today, if anyone wants to join, I will do an open mike session as our Happy Hour this week. 4pm ET by Zoom. It might be just you and me if you dial in. Which is good by me. I made a presentation to 100 insurance executives yesterday and I have been on both Bloomberg TV and Radio this morning, so I am rapping. Open Mike Discussion July 30th 2026: https://sankeyresearch.com/conference/sankey-strategy-session-open-mic-interest-form/ Things to chat about: …
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By Paul Sankey
Published on June 11, 2026 at 1:01 PM
Happy Hour today with Neil McMahon is POSTPONED until 24 June, so, just a couple of weeks. And he will have been in the Middle East in the interim, so that works. Kimmeridge (for he is founding partner) has declared Final Investment Decision (FID) on Commonwealth — a 9.5 Mtpa (~1.25 bcf/d), $13bn Louisiana LNG export project with 2030 start-up — in partnership with Abu Dhabi’s Mubadala Energy and CPP Investments (24.1% and 31% of …
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