By Paul Sankey
Published on October 20, 2026 at 2:06 PM
Delighted to say that Lakshmi Sreekumar returns to Happy Hour this week Thursday at 4pm. She is quite the character, I just had a great chat with her. She is retiring from Capital One but not oil analysis. You may have noticed she popped up about a month ago on X.com and rocketed to 10k followers. Register for what will be a fun chat on Thursday: https://sankeyresearch.com/conference/sankey-strategy-session-lakshmi-sreekumar-managing-director-commodity-derivatives-capital-one-securities-interest-form/ Source: Dallas Fed Every Sunday after I have …
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By Paul Sankey
Published on October 1, 2026 at 1:11 PM
TODAY on Happy Hour, fantastic long term analyst Rob Connors, aka Crude Chronicles, we highly recommend his research product through Substack. Register here for the Zoom at 4pm today ET. https://sankeyresearch.com/conference/sankey-strategy-session-robert-connors-interest-form/ Source: The Crude Chronicles You can sign up for Rob (https://thecrudechronicles.substack.com/) after you hear him on the call, a former sellside analyst, he has a passion for literally going to the library and grinding through deep financial and particularly commodity history. As you will …
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By Paul Sankey
Published on March 20, 2026 at 12:38 PM
Recording of Uzi Yemin call yesterday, balanced stuff, interesting perspective direct from Tel Aviv to me in San Juan Puerto Rico. I am back in Brooklyn now, rest assured. https://analysthub.zoom.us/rec/share/XuZbmceTg9iY1K30JOrN2alXW2n1AudKlHa2tJrUwyHmTzQoox5vWBsyCN4ralQ.pXt8MVT6rZTyCI-M
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