By Paul Sankey
Published on November 9, 2025 at 5:34 PM
Busy week ahead! ENI ringing the bell on the NYSE tomorrow with management comments meeting for analysts. I’m seeing if I can jump on CNBC while I am on the exchange floor. It is a TV set and bell ringing photo op these days. The traders nowadays are chips in data centers. Those guys on the floor are extras. Woodside CEO Meg O’Neill dinner on Tuesday. CVX post-Hess analyst meeting Wednesday November 12th. Happy Hours …
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By Paul Sankey
Published on October 14, 2025 at 4:39 PM
Happy Hour this week with Doug Garber, former top Hedge Fund portfolio manager who has recently attended the Barclays and Jeffries Energy Conferences, and GS Tech Conference (Communacopia?). He has some views. We are going at 12pm to fit Doug in, but note that we now record the one hour session and distribute to premium customers. Doug will be distributing through his channel www.PitchthePM.com https://sankeyresearch.com/conference/sankey-strategy-session-doug-garber-interest-form/ Doug’s full bio is at the end of this note. …
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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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