By Paul Sankey
Published on October 16, 2025 at 10:01 AM
Today Strategy Session at 12pm: Doug Garber, former major hedge fund Portfolio Manager (recently attended Barcap, Jeffries energy conferences, Goldman Tech) and founder of PitchthePM.com. Doug works a lot on process, in portfolio management and research, and if you have up-and-comer analysts on your team, you might want to encourage them to listen. A recording will be distributed. https://sankeyresearch.com/conference/sankey-strategy-session-doug-garber-interest-form/ ~ Cooking oil! You can imagine those of us in a niche segment of Wall Street …
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By Paul Sankey
Published on September 21, 2025 at 5:46 PM
The world seeming began to turn with a couple of comments I was making last week “Why is China storing so much oil?” that was originally included in last week’s note on global LNG over-supply, but was then saved for this week. Sure enough, Javier Blas went after the question directly in a column on Wednesday: “Why is China Stockpiling So Much Surplus Oil?” Adding to the Zeitgeist shift on oil – Peak Oil Supply …
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By Paul Sankey
Published on August 14, 2025 at 11:07 AM
This evening, Wall Street energy legend Peter McNally, will be the guest on Happy Hour. Former top hedge fund energy portfolio manager, Peter is now Global Head of Sector Analysts at Third Bridge. PREMIUM Guest – Peter McNally – Third Bridge Today, Thursday, August 14th at 4pm ET Registration – https://sankeyresearch.com/conference/sankey-strategy-session-peter-mcnally-third-bridge-interest-form/ Next week if you are on the West Coast I am at Enercom in Denver and then San Francisco and Los Angeles with Chevron, …
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