By Paul Sankey
Published on November 30, 2025 at 7:41 PM
Okay, Well that was a good Thanksgiving break. I hope yours was too. This week December 4th: James Walter – Co-CEO of Permian Resources Thursday at 4PM ET, another great guest. Viviano last week was terrific. Registration – Click Here ~ Nothing like a few days off to wander back in to major uncertainties in oil markets; albeit the uncertainties are broadly the same as they were a week ago: Venezuela – airspace closed per President Trump tweet. Some …
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By Paul Sankey
Published on November 26, 2025 at 3:37 PM
Assuming you are sitting in a traffic jam in the back of a limo being driven out to your country estate for Thanksgiving, we send a little reading for the holiday. You have no doubt seen or experienced this year’s travel data: all-time records. In this note we explain why every year more and more people drive for Thanksgiving, according to our theory: Ex-urbanisation. Notable for Thanksgiving travel, that we are clearly higher than …
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By Paul Sankey
Published on November 22, 2025 at 8:06 PM
Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day …
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