By Paul Sankey
Published on October 18, 2026 at 8:47 PM
Greetings, Fall is upon us, no question. The temperature has plummeted, the leaves are dry, the Halloween decorations are out. The autumn sun slants across the streets. We turned the heating on for the co-op yesterday, against a guideline start date of 1st October, per co-op rules. Super-El Nino is expected to be a warmer, wetter, and more volatile winter, and that is playing out right now. This week earnings: “Valero has not missed a …
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By Paul Sankey
Published on October 11, 2026 at 6:47 PM
Truly loyal readers will remember that the “Sunday Sankey” started as a weekly presentation file. Along the way it became an email. The good news is, after my speaker slot at the “Masters of the Universe” group dinner last Wednesday, there has been some demand for a marketing visit from clients, and you are welcome to request one, please do. I miss the company! So I needed to refresh my slide deck, and this was …
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By Paul Sankey
Published on July 27, 2026 at 7:33 PM
Publishing a note on Sunday has become existential for me, so I apologise for not getting this note out yesterday. This is my Sunday note… so late it is on a Monday. I have stripped it down to be mostly about Halliburton. What started as a quick look at Halliburton’s results for Sunday, then got tangled with Liberty Energy down -25% on its results last week, SLB results then had that stock moving strongly higher …
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