By Paul Sankey
Published on August 7, 2025 at 12:30 PM
There is an absolute fury of oil & gas news today. In this short note, two simple charts will hopefully broaden your perspective on India vs global oil markets. Great time to discuss oil markets on Happy Hour TODAY with Rory Johnson, Commodity Context, barrel counter par excellence 4pm TODAY ZOOM PLEASE JOIN: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ Furious flurry of oil headlines this morning; on earnings, macro, you name it. Fed Chair. Everything. Noted management change at …
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By Paul Sankey
Published on August 1, 2025 at 4:56 PM
Client comment of the week: “I’ve received 20-25 notes from Neil Mehta (Goldman Sachs lead oil analyst) in the last 12 hours. It’s bananas”. TOTAL $TTE feedback Major Long Only: “Your math on TOTAL’s dividend yield is so bad, I want to cry”- But my point was correct! Huge cash yield, great company Major investor: You made great (positive) comments on Enterprise. Couldn’t agree more. Key here is estate management, you buy it for the …
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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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