By Paul Sankey
Published on November 15, 2026 at 11:41 AM
Good day to you, I recorded a 30mins video of latest situation with NVDA results next week, Devon, BP meeting upcoming, latest DOE data etc etc – this will be released on YouTube channel. https://youtu.be/H6xgsNmNnDg?si=Nw124aLd2AR433LM Note Torsten Slok on Happy Hour this week, terrific guest. Nobody raps more information faster than Torsten, he’s like a verbal machine gun. The presentation linked above is full of slides like this: Source: Sankey Research Have a great day, …
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By Paul Sankey
Published on October 17, 2026 at 4:27 PM
We had Chevron giving indications for the quarter on “Happy Hour” last week; the other majors have published third-quarter trading updates. Those also give a read for Valero, Phillips 66 and Marathon Petroleum, the independent refiners, and Dow. Not sure I can remember a time that I have loved the big Integrated Oils as much as right now. The risk is excess profit, and thus political windfall tax pressure, but the governments that made that …
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By Paul Sankey
Published on September 27, 2026 at 6:43 PM
This morning getting coffee was a wet and blustery experience. That said, my backyard (surrounded by buildings) weather station records 0.6” rain and 20mph wind peak gust (JFK recorded a 56mph gust, but flights basically fine). Nor’Easter fake news? It is more lively out on the Brooklyn Heights Promenade for sure, and the tide is lapping as high as I have seen it along the shore in Brooklyn Bridge Park. The main observation is that …
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