By Paul Sankey
Published on August 17, 2025 at 5:38 PM
Greetings, Alaska? No I am off to Colorado, first thing tomorrow, Monday. This year is the 30th anniversary of the Enercom conference in Denver. This is a more small cap conference with the interesting twist of being free to attend for registered investment professionals. And indeed, I am still registered, to Series 24 level, no less. Reminder: Drinks September 2nd in Midtown around Barcap conference 5pm. So for me, a bit of an old school …
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By Paul Sankey
Published on August 13, 2025 at 10:29 AM
Delighted to say that Peter McNally, great friend and very highly regarded energy investor/analyst, will be the guest on Happy Hour this week – I am a bit embarrassed not to have asked him sooner. Peter is Global Head of Sector Analysts at Third Bridge , a 1,500-strong investment research firm. In his role, Peter goes deep on key subjects, using expert external consultants. Peter lives in a world of thematically-driven ultra deep-dive research, perfect …
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By Paul Sankey
Published on June 24, 2025 at 10:05 AM
This evening, we meet in the Parlour Bar at the Intercontinental, Midtown Manhattan, I will be there 4:30pm meeting Devon and then hang out drinking heavily and telling ribald jokes. Please join. In fact I will be sipping non-alcoholic beer, listening politely. Hopefully to ribald jokes. Sully is in, and he adds value every time. We can talk industrials! Sully is not Brian Sullivan, who was scheduled to interview me again yesterday, but I pulled …
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