By Paul Sankey
Published on February 1, 2026 at 7:29 PM
Brrr, It’s absolutely freezing here in New York city, the ruddy East River has only frozen (see above) and the streets are a bleached hellscape of black-iced pavements walled by dirty ice-snow piles topped with backed up garbage and passing dogs. Everything is frozen solid, the wind outside is howling, here in Brooklyn Heights above New York Harbor. Oof. Source: Weather.com, NOAA Back to natgas in a second, but as a historian, I would be …
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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, …
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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/ ~ …
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