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 18, 2025 at 9:51 AM
I’m delighted that Tara Billingsley will be our Happy Hour guest this week, today, she’s fantastic on US renewable fuel/biofuels/environment/Democrat/DC agenda. Today at 4pm ET Zoom Guest – Tara Billingsley – Massie Partners (Bio), Thursday, September 18th Registration –Click Here Tara Billingsley has been helping to shape the U.S. energy and environmental agenda for twenty years, serving in senior positions in the White House, the Department of Energy, and on Capitol Hill. She now uses that wealth of …
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By Paul Sankey
Published on June 21, 2025 at 12:54 PM
With the world watching the Straits of Hormuz, perhaps less on EU natgas prices squeezing on Israeli natgas and refining outages, little attention has been paid to major moves in US biofuel markets over the past couple of weeks. We got ya. This has just about nothing to do with global geopolitics, and everything to do with US domestic politics. We now have an increase in regulation from The Trump Administration, and yet more government …
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