By Paul Sankey
Published on August 13, 2025 at 10:29 AM
Delighted to say that Peter McNally, great friend and very highly regarded energy investor/analyst, will be the guest on Happy Hour this week – I am a bit embarrassed not to have asked him sooner. Peter is Global Head of Sector Analysts at Third Bridge , a 1,500-strong investment research firm. In his role, Peter goes deep on key subjects, using expert external consultants. Peter lives in a world of thematically-driven ultra deep-dive research, perfect …
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By Paul Sankey
Published on July 27, 2025 at 8:35 PM
Let me put my arm round your shoulder and talk to you about oil markets. Because we hit a notable moment in US oil history this year: In 2025, the US became a net oil exporter to Nigeria We have a couple of nice charts on the incredible shift in US oil trade dynamics since the 1970s. Petrodollar? It appears smaller on this screen. We also check in on Iraq, which is extremely important at …
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By Paul Sankey
Published on July 13, 2025 at 6:44 PM
Ola, You might remember my line over the past few years, my line that the biggest danger I face when I travel to Europe, with its land wars, economic and migrant crises etc, is getting hit by a flying champagne cork. Sure enough today’s incredible tennis final at Wimbledon was interrupted by a flying champagne cork landing on court. Congratulations to both players, incredible. A certain Permian Oil CEO and I shared messages of incredulity …
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