By Paul Sankey
Published on October 16, 2025 at 10:01 AM
Today Strategy Session at 12pm: Doug Garber, former major hedge fund Portfolio Manager (recently attended Barcap, Jeffries energy conferences, Goldman Tech) and founder of PitchthePM.com. Doug works a lot on process, in portfolio management and research, and if you have up-and-comer analysts on your team, you might want to encourage them to listen. A recording will be distributed. https://sankeyresearch.com/conference/sankey-strategy-session-doug-garber-interest-form/ ~ Cooking oil! You can imagine those of us in a niche segment of Wall Street …
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By Paul Sankey
Published on October 3, 2025 at 9:13 AM
In other major US energy news before we start: Permian Highway Pipeline (PHP) shutdown. Kinder Morgan’s ~2.1–2.65 Bcf/d Permian-to-Gulf Coast natural gas takeaway line is said to have an issue, and WAHA Permian natgas prices have gone “double digit negative”.) Bad news for almost all Permian E&Ps, and we can see this as being a tough earnings season coming up for Q3 earnings, as reports of rising costs and flat crude prices with poor Permian …
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By Paul Sankey
Published on September 18, 2025 at 9:51 AM
I’m delighted that Tara Billingsley will be our Happy Hour guest this week, today, she’s fantastic on US renewable fuel/biofuels/environment/Democrat/DC agenda. Today at 4pm ET Zoom Guest – Tara Billingsley – Massie Partners (Bio), Thursday, September 18th Registration –Click Here Tara Billingsley has been helping to shape the U.S. energy and environmental agenda for twenty years, serving in senior positions in the White House, the Department of Energy, and on Capitol Hill. She now uses that wealth of …
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