Morning Peter, Paul and Many (IEA, $VG)

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 …

Sunday Pimm’s & Bicycle Thieves

By Paul Sankey Published on June 1, 2025 at 2:48 PM

Greetings, Just like that, the month of May 2025 was gone. Always a blink, the wonderful month of blossoms. Thus, Panama hats, white linens and blue seersucker summer wardrobe-ready, Wall Street summer is upon us. Enjoy your weekend, let’s try to relax. A stroll today, to help you think easy, let me give you a reminder of the famous (and generic) Sunday Sankey Pimm’s recipe, which drink converted at least one hedge fund portfolio manager …