By Paul Sankey
Published on July 27, 2026 at 7:33 PM
Publishing a note on Sunday has become existential for me, so I apologise for not getting this note out yesterday. This is my Sunday note… so late it is on a Monday. I have stripped it down to be mostly about Halliburton. What started as a quick look at Halliburton’s results for Sunday, then got tangled with Liberty Energy down -25% on its results last week, SLB results then had that stock moving strongly higher …
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By Paul Sankey
Published on January 23, 2025 at 8:46 AM
Happy Hour tonight 4pm Open Mike Open Minded Open Ended Today, Happy Hour 4pm ET by Zoom Jeff Stevens, President Franklin Mountain Energy. Think of Jeff as a David Lamp-style open communicator. I wouldn’t say they are past caring, I would say they have earned the right not to care. Looking forward to it, Jeff has good refining, Permian E&P, and private equity chat. Former CEO Western Refining, President of Permian E&P Franklin Mountain Premium …
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By Paul Sankey
Published on January 22, 2025 at 10:06 AM
Hybrid bonus Refining Conference/E&P Session tomorrow Thursday 4PM, leading private equity and refining executive: Jeff A. Stevens. Jeff was a stalwart of the Sankey Refining conference back when he was CEO of Western Refining, which was ultimately sold to Greg Goff’s Tesoro for $6bn in 2017. Subsequently he built and just sold a major Permian private E&P player, Franklin Mountain. He has fascinating insight to US oil investment. Coterra Announces Accretive Permian Basin Acquisitions November …
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