By Paul Sankey
Published on March 1, 2026 at 1:36 PM
Short note today, I’m sick. Under the weather. It has been a crazy week to say the least, starting last Sunday with the assassination of Mexican Cartel boss El Mencho, directly inconvenienced and certainly struck fear into several members of my wife’s family (Puerto Vallarta airport attacked etc, although the footage of the burning plane was fake). Reeling from El Mencho last Sunday, we then got two feet of snow in 12 hours that served …
Read More
By Paul Sankey
Published on December 14, 2025 at 3:57 PM
Greetings, Snowing across New York City. We are getting a good couple of inches as I write, and noted that apparently, Jay Peak Resort in Vermont has seen 185” of snow so far this season, as of yesterday. We are hitting 3”, second fall of year, first proper snowfall. East Coast ski resorts are thrilled. It was a busy week, starting with Energy investor darling GE Vernova reported results, beat and raise then ExxonMobil had …
Read More
By Paul Sankey
Published on February 16, 2025 at 4:44 PM
Last night we sent you a note “Valero: Nothing to See Here” jammed with oil market/refining/Valero/PBF/Neste Elliott Management/BP etc chat. In eccentric fashion, the note was approved and distributed yesterday on Saturday night at 11:15pm. Just the perfect timing for a work email. So this note serves to highlight it to you, and keep it brief otherwise. Stay tuned for Sankey Research Partner Greg Bordelon model portfolio update later today, I suspect, but don’t know, …
Read More
