By Paul Sankey
Published on February 4, 2026 at 9:31 AM
Featuring CEO Lane Riggs, newly-minted CFO Homer Bhullar and entire management team, please join for this timely round-out final fireside chat of our 2026 Refining Conference: https://sankeyresearch.com/conference/sankey-refining-conference-interest-form/ Look forward to it, please submit questions, by email, IB, or into the Zoom chat. Thanks!
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By Paul Sankey
Published on January 29, 2026 at 8:23 PM
Sorry there was no Happy Hour today with earnings this week, I meant to warn you before 4pm but I got tangled in a couple of things today, like the Social Security Office downtown Manhattan (oh yes, through ice by subway) and then a lot of messing around for a 2 minute slot on CNBC. Noted Coterra merging with Devon getting hot (Bloomberg) Chevron and ExxonMobil results tomorrow, We take a look at GE Vernova’s …
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By Paul Sankey
Published on January 21, 2026 at 8:35 AM
My call since 2024 was for oil prices to hit a low in the $40s/bbl in February 2026. With Brent at $65/bbl with less than two weeks to go, it is time to admit defeat. Prefer to be bearish and wrong than bullish and wrong. With that in mind, time to call a barrel counter par excellence, and tomorrow we have Rory Johnson, one of the best barrel counters in the business, on Happy Hour, …
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