Sunday it’s not Poker, and it’s Certainly Not Cricket

By Paul Sankey Published on June 21, 2026 at 5:06 PM

Ola, que tal, With the massive distractions last week of SpaceX, just when you thought AI frenzy could get no greater – or surely top – a new Fed Chair Warsh, and of course the whole “MOU on Hormuz” situation, this week ahead will hopefully get the agenda back towards more specific energy stock stories with the big JP Morgan Energy Conference running over three days in New York, with tremendous interest in Devon’s CEO …

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Morning Jake & Jeanine, MbZ vs MbS

By Paul Sankey Published on February 17, 2026 at 9:01 AM

This very evening, later today: Happy Hour Strategy Session; 4PM ET, Zoom, Chevron featuring Jake Spiering, who has just had a massive promotion out of Investor Relations, to replace retiring Frank Mount, President, Corporate Business Development “Head of M&A”. We also feature Jeanine Wai, who is incoming Chevron IR, and former Chevron employee who subsequently was a top sellside analyst and most recently head of US IR for TOTALEnergies. Register here for this evening’s chat. …

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Sunday Big Keith and the Annual Review

By Paul Sankey Published on December 28, 2025 at 7:19 PM

Seasons Greetings! Let me ceaselessly cheerful here, because if you don’t laugh, you might cry. In fact, there’s a fundamental factor in life today, which is that people perceive the world to be doomed and their own life to be pretty much excellent. Whereby, you can see it in polls. “My life in the USA is great, but the USA is a disaster”. Below, this is share of people satisfied with life vs satisfied with …

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