Tom Kloza on Happy Hour – Key Points & Replay

By Paul Sankey Published on September 19, 2026 at 10:29 AM

Love chatting to Tom, who really knows his racks. We started with my question: can you name the “Seven Sisters”? The 1970s nickname for the World’s Seven Biggest oil companies? It is like naming the Seven Dwarfs: getting the last one is tough. Source: Zoom, Sankey Research Replay is here, Tom Kloza vs Paul Sankey 60 mins, conversation starts at 4mins: https://analysthub.zoom.us/rec/share/rQEc1XCaXZ6xjlwR-4AMSM5oF0dvlB1I3OmDpNRY5t7HuqoMhfr1LA7eb5c8NX6I.mZ9MB8GNfYOV1EM0?startTime=1789674756000 Key Points Outlook in one line. Taking the other side of Goldman’s recent …

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Casey’s, Gas Prices & the US Consumer

By Paul Sankey Published on June 14, 2025 at 9:03 PM

* BREAKING * Major fire at Marathon Petroleum’s huge 600kb/d refinery, live situation More pressure on the Trump Administration regarding oil prices, as pump prices will get squeezed higher here; California pump prices, although not a great Trump concern, are above $4.50/gallon. With that breathless start, and rather than suspend everything on media maelstrom Israel-Iran war, in this note we resolutely take a look at our favourite gas station play, Casey’s $CASY. The underlying premise …

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