By Paul Sankey
Published on November 20, 2025 at 2:31 PM
Greetings! Main thing today is Mark Viviano of Kimmeridge on Happy Hour at 4pm. Shortly. Premium subscribers get the replay tomorrow. Register here. He is a terrific public speaker. Clear as a bell. Rational. Logical. Highly experienced. https://sankeyresearch.com/conference/sankey-strategy-session-kimmeridge-mark-viviano-interest-form/ As you are probably aware, Kimmeridge has taken activist stakes in Coterra and Devon, and we shall discuss that. One hedge fund client would like to see the two companies combined, driven by Kimmeridge. Others argue along …
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By Paul Sankey
Published on October 26, 2025 at 7:31 PM
How does value get created and transferred in major energy companies? This past week we had Q3 earnings reports from an interesting representation of key US energy theme companies: Valero in refining, Matador in US exploration and production (E&P), Baker Hughes in transition from oil field service to new technologies, and GE Vernova as a play on “picks and shovels”: for US power demand growth. ~ And the winner was? Not the cheapest (Matador), not …
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By Paul Sankey
Published on August 31, 2025 at 5:26 PM
Greetings: Barcap Energy Conference to start the year! Join the “NYC Energy Mafia” (we are truly very far from a Mafia but it sounds Crooklyn) for Drinks this Tuesday Sept 2nd 5pm Midtown right by the Sheraton. We have gathered a good crowd. RSVP if you want the address. I managed to blast the invite to ALL the Bloomberg Anonymous chat rooms (7 different chat rooms) on Thursday, and not to a single actual Bloomberg …
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