By Paul Sankey
Published on August 6, 2025 at 12:14 PM
We are counting barrels on Happy Hour tomorrow at 4pm ET, with Rory Johnson, Commodity Context. Premium Event: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ BP are back! We are absolutely delighted for BP Exploration, on an accelerating roll, what terrific news of their massive Brazil discovery announced yesterday. This is exactly what BP needed, a major step in re-setting the company image. A welcome return to what we oil analysts love to talk about, “elephant” discoveries, development timelines, so …
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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 …
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By Paul Sankey
Published on November 16, 2024 at 3:33 PM
In this note we outline the bear case for the UK North Sea, and for APA (formerly Apache Oil) with a price target of $15 on APA (stock closed Friday at >$22) “before we get interested”. We postulate takeover and activist strategy at the end of this note. We slam the UK government and UK eco-fascists for abject lack of global context in their pursuit of “Net Zero”. The UK economy is low emission, and …
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