By Paul Sankey
Published on March 13, 2026 at 11:25 AM
Link to Frank Kelly Happy Hour yesterday, quite a few client questions. The biggest question Frank was getting on the road marketing before the call? This is all related to Epstein, right? No plan, no military solution, no end in sight. Major focus as we highlighted yesterday on China Xi meeting Trump 31st March. Bessent was apparently meeting the Chinese in Europe yesterday. https://analysthub.zoom.us/rec/share/ns5qhv5Q6IdgDAGX6A0OAldpM6wAfbdNbhzbEKDOrYIOgCNoWfAatLeG-RHKqebq.vQuxUSl5WKR5iIWR
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By Paul Sankey
Published on January 11, 2026 at 8:23 PM
This note covers the Oil CEO meeting at the White House on Friday, and tomorrow we host Mark Lashier, CEO Phillips 66, who was in the room. Refining Conference continuation: Jan 12th Monday @2:00pm ET – HF Sinclair – Timothy Go, CEO, Craig Biery, & Trey Schonter III, IR Jan 12th Monday @3:30pm ET – Phillips 66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Sean Maher IR To round out, also at the White House meeting: Feb 4th Wednesday @4:00pm –Valero– Lane Riggs, …
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By Paul Sankey
Published on August 17, 2025 at 5:38 PM
Greetings, Alaska? No I am off to Colorado, first thing tomorrow, Monday. This year is the 30th anniversary of the Enercom conference in Denver. This is a more small cap conference with the interesting twist of being free to attend for registered investment professionals. And indeed, I am still registered, to Series 24 level, no less. Reminder: Drinks September 2nd in Midtown around Barcap conference 5pm. So for me, a bit of an old school …
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