By Paul Sankey
Published on September 26, 2025 at 1:57 PM
Last night we had an excellent discussion with Jon Rigby, which is a great listen for those interested in management theory, and of course ENI. “Oil companies depend on two things: people, and process”. The conversation proper starts at 7.30 mins. https://analysthub.zoom.us/rec/share/YFyVyUv29bwcWQHoDVKn4s2sj1kLuXBoObt-pPONJywX9yNKls35NYsWVnXkrKpp.L-BT9tO6WjFVaGH-?startTime=1758815678000 Sorry, I was remiss in not distributing last week: Tara Billingsley last week was described as “illuminating” by a US biofuels expert. One key point she made, while accepting that the EPA has …
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By Paul Sankey
Published on August 6, 2025 at 12:14 PM
We are counting barrels on Happy Hour tomorrow at 4pm ET, with Rory Johnson, Commodity Context. Premium Event: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ BP are back! We are absolutely delighted for BP Exploration, on an accelerating roll, what terrific news of their massive Brazil discovery announced yesterday. This is exactly what BP needed, a major step in re-setting the company image. A welcome return to what we oil analysts love to talk about, “elephant” discoveries, development timelines, so …
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By Paul Sankey
Published on January 8, 2025 at 6:18 PM
With genuine respect for Jimmy Carter, we nonetheless pressing ahead with our refining conference tomorrow, as we see it as time-sensitive to get in as close to the start of the year as possible. In case you missed it, tomorrow the Federal government and all the major US markets are closed. But the Sankey Research Refining Conference Day II continues unabated. We have oil to boil. Frees up time for you to join! The two …
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