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 …
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By Paul Sankey
Published on December 12, 2025 at 11:00 AM
Robert Raymond Zoom call replay, good stuff as always. “Founder of RCH Energy in 2004, a boutique energy investment firm in Dallas, TX. Broad energy industry expertise across the upstream, midstream and energy transition verticals. Portfolio and investment management in both public and private domains. Recognized broad industry trends early and capitalized on them through diverse investment opportunities with several large exits.” – LinkedIn https://analysthub.zoom.us/rec/share/O5Ahjq9oqqP7grp0Pd0GJnf9VyEQFoNay1MmtoeKKhFYuZFUxXh_bdbllcczFYsu.xNUxqa9yjUnRPZg0 Have a great weekend, freezing here in Brooklyn. Paul
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By Paul Sankey
Published on September 27, 2024 at 10:36 AM
Boy, was I happy after our Happy Hour last evening in terms of content. We had Rob Raymond lined up to talk about private equity in energy with a focus on data centers, when the first dial-in appeared and was a major long only natural resources portfolio manager – one of the biggest in the world – dialed in from an Uber in Houston on his way back from a field field trip to Guyana. …
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