By Paul Sankey
Published on November 22, 2025 at 8:06 PM
Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day …
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By Paul Sankey
Published on August 3, 2025 at 5:15 PM
Well, the negative revisions to jobs numbers on Friday drew a rapid response from Donald Trump, he fired the head of the Bureau of Labor Statistics. Not our first “Uh Oh” and it won’t be the last, by any means. But statistics controversy fits well with the theme of our note today: power megatheme. Power is power. Below, the negative revisions in Jobs released Friday that radically altered the “apparent” (I am in data mode …
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By Paul Sankey
Published on September 29, 2024 at 2:23 PM
What happens if oil breaks $50/bbl? From our April note earlier this year introducing our CUSP concept: “Forecasting agencies, trading houses, banks, analysts, and journalists, continue to be anchored in the redundant methodology for analyzing the global oil market, namely deriving the ‘Call On OPEC.’ We posit rather, that the oil market works today on “Call on US Supply.” We call it CUSP. The key balance in global oil market is “Call on US (Unconventional) …
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