By Paul Sankey
Published on October 11, 2026 at 6:47 PM
Truly loyal readers will remember that the “Sunday Sankey” started as a weekly presentation file. Along the way it became an email. The good news is, after my speaker slot at the “Masters of the Universe” group dinner last Wednesday, there has been some demand for a marketing visit from clients, and you are welcome to request one, please do. I miss the company! So I needed to refresh my slide deck, and this was …
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By Paul Sankey
Published on October 10, 2026 at 1:29 PM
Pleased to say that next Thursday Happy Hour will be with Robert Clarke, Vice President, Upstream Research at Wood Mac, Lower 48/US/Global Unconventional E&P stone-cold expert. He comes with a strong view of things like Devon, Continental, ExxonMobil Permian, Chevron Bakken… ~ Here is my latest video, I really am doubting the YouTube videos but I have two 20-something lads who are keen to get the channel going, basically the son of a friend and …
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By Paul Sankey
Published on June 4, 2026 at 3:56 PM
Google vs ExxonMobil cash return A client emailed this morning regarding yesterday’s note. We opened with a couple of bullets: “And when they write the history of the AI bubble 2022-2027, the issuance by Google of $85bn of stock in early June 2026 will be one red line that was crossed.” He stated: “I cannot believe more people aren’t paying attention to this. This is SO obviously “the sign”. Yesterday listening to Bloomberg Surveillance, my …
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