By Paul Sankey
Published on June 17, 2025 at 5:40 PM
*** Tomorrow: LIVE FROM TEL AVIV – UZI YEMIN, Chairman of refiner Delek USA *** Weds 18th June 12pm – click this link to register for this PREMIUM EVENT https://sankeyresearch.com/conference/sankey-strategy-session-uzi-yemin-interest-form-2/ ~ Save the date, ROOFTOP DRINKS RSVP for this Monday 22nd June 5pm Sankey Research Midtown rooftop drinks with executives and clients in town for next week’s major JP Morgan global energy conference. PLEASE RSVP to me or Sully lol, he is joining. If you …
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By Paul Sankey
Published on June 10, 2025 at 9:48 AM
Russia, on Happy Hour this Thursday. Ron Smith, Russia expert, 4pm Zoom. We could not publicize this event sooner, as Ron was on Jury Duty call up for yesterday and… trail collapsed. He is good to join. Ronald Smith is currently the founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP), which he established in 2020. He has 25 years’ experience in equity capital markets and the Russian oil and gas sector, including …
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By Paul Sankey
Published on May 18, 2025 at 2:30 PM
This Sunday note is primarily further to Woodside. We had dinner with Graham Tiver, Woodside CFO, last Tuesday evening. ~ Right now we are focusing on thematic research, because there ain’t no point in chasing this market day-to-day. With that said, to now comment very briefly on markets, we had Torsten Slok on Happy Hour Thursday, so we are covered on macro. We emailed you his slides. Every indicator with the possible exception of US …
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