Sunday Big Keith and the Annual Review

By Paul Sankey Published on December 28, 2025 at 7:19 PM

Seasons Greetings! Let me ceaselessly cheerful here, because if you don’t laugh, you might cry. In fact, there’s a fundamental factor in life today, which is that people perceive the world to be doomed and their own life to be pretty much excellent. Whereby, you can see it in polls. “My life in the USA is great, but the USA is a disaster”. Below, this is share of people satisfied with life vs satisfied with …

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Sunday You Can’t Kill it if it is Dead

By Paul Sankey Published on August 31, 2025 at 5:26 PM

Greetings: Barcap Energy Conference to start the year! Join the “NYC Energy Mafia” (we are truly very far from a Mafia but it sounds Crooklyn) for Drinks this Tuesday Sept 2nd 5pm Midtown right by the Sheraton. We have gathered a good crowd. RSVP if you want the address. I managed to blast the invite to ALL the Bloomberg Anonymous chat rooms (7 different chat rooms) on Thursday, and not to a single actual Bloomberg …

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Mid-Morning Peter Explains the Joke

By Paul Sankey Published on August 14, 2025 at 11:07 AM

This evening, Wall Street energy legend Peter McNally, will be the guest on Happy Hour. Former top hedge fund energy portfolio manager, Peter is now Global Head of Sector Analysts at Third Bridge. PREMIUM Guest – Peter McNally – Third Bridge Today, Thursday, August 14th at 4pm ET Registration – https://sankeyresearch.com/conference/sankey-strategy-session-peter-mcnally-third-bridge-interest-form/ Next week if you are on the West Coast I am at Enercom in Denver and then San Francisco and Los Angeles with Chevron, …

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