By Paul Sankey
Published on April 12, 2026 at 8:24 PM
Good day, Yesterday I found myself transported into a personal Gulf War moment. I was examining the extensive damage to my large air condenser unit, a major, brand new piece of infrastructure, just two years old. It had been hit directly from above by a 700lb incoming projectile. Direct hit to the top, wrecked. I had a flash the Qatar desert, considering engineers inspecting damage, must feel like this. The unit was obviously a write …
Read More
By Paul Sankey
Published on November 23, 2025 at 10:37 PM
Sorry I am late today, the “weekly” video took an eternity for my man in Mexico to upload to YouTube. I was waiting for that. Yesterday we sent you a note covering the comments made by Mark Viviano regarding Kimmeridge’s latest activist moves, on Coterra and Devon. “Kimmeridge Coal & Texas Tea”. Given you had that reading matter for you to consider this weekend, let’s say we covered oil for the week. Today’s note is …
Read More