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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By Paul Sankey
Published on August 7, 2025 at 12:30 PM
There is an absolute fury of oil & gas news today. In this short note, two simple charts will hopefully broaden your perspective on India vs global oil markets. Great time to discuss oil markets on Happy Hour TODAY with Rory Johnson, Commodity Context, barrel counter par excellence 4pm TODAY ZOOM PLEASE JOIN: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ Furious flurry of oil headlines this morning; on earnings, macro, you name it. Fed Chair. Everything. Noted management change at …
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By Paul Sankey
Published on July 14, 2024 at 10:35 AM
Greetings from Reykjavik, Iceland. It’s a geologist’s dream, this place. Did I miss any news? ~ Well, for sure I will remember where I was when Donald Trump got shot. With all the coverage, I will spare you too many more yards of jabbering regarding this drama – there are many more yards to come. “Where were you when… ?” In 2002 I was in Reykjavik for England vs Denmark in the World Cup, we …
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