By Paul Sankey
Published on December 31, 2025 at 9:13 AM
Sankey Research Refining Conference – starting the year with a bang as always: To register: Click Here Jan 5th Monday @10:00am – Marathon Petroleum – Maryann Mannen, CEO & team Jan 5th @11:15am – Senior Refining Executive – Greg Goff – Industry legend Jan 5th @1:00pm – Delek – Avigal Soreq, CEO & Mohit Bhardwaj, IR Jan 5th @2:00pm – Par Pacific – Will Monteleone, CEO & Shawn Flores, CFO Jan 9th Friday @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12th Thursday @2:00pm – HF Sinclair – Timothy Go, CEO, …
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By Paul Sankey
Published on December 24, 2025 at 6:57 PM
Good evening, We have previously noted that the Trump Administration needs a foreign war to get past the raging Epstein dumpster fire. Venezuela looks juicy for a distraction. We also noted that this Administration likes major news announcements on key dates, and these can come during major holiday news lulls, ie today. Key numbers, after I did the ring around on Venezuela: As of 2019, Venezuela was estimated ~1.9mb/d production capacity. The Vice President just …
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By Paul Sankey
Published on December 17, 2025 at 3:12 PM
<Las Vegas boxing announcer voice> Stadium lights go crazy… — “Laaaay-DEEZ and gntlmn! We have a SIX FOOT SIX staaarting guuuuard! … From the University of North Carolina at CHAPEL HILL! … …Nuuuuumber 23…” ~ Tomorrow 4pm my friend and CEO of Magnolia, Chris Stavros. Register here. https://sankeyresearch.com/conference/sankey-strategy-session-magnolia-ceo-chris-stavros-interest-form/ Also we now have a pretty full schedule for the Refining Conference 2026, and you can register for all calls, all with CEOs +, here. Great to …
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