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/ ~ …

It’s Coming Home… Refining’s Coming Home

By Paul Sankey Published on December 3, 2025 at 11:45 AM

Tomorrow 4th December 4pm ET delighted to say we have James Walter, Co-CEO of Permian Resources, on our weekly Strategy Session. Like Rich Kruger, Suncor CEO, who was a guest a couple of weeks ago, these are not CEOs that appear at every Dog & Pony show, by any means, so it is a real pleasure to talk to James, who we can safely say, is impressive. Co-CEOS Hickey and Walter had enormous success with …