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 …
Read More
By Paul Sankey
Published on April 26, 2025 at 4:55 PM
He said, Xi said (nothing). We all suffer lunacy in tracking the often-antagonistic, sometimes-capitulative iterations of this “nonsensical” trade war. Headlines this week have drifted towards hyperbole, portents of the death of US-China energy trade – especially oil and LNG. In this note we tit-tat US-China energy. Key points: US energy trade with China is one worldscale trade where we, the USA, are in major trade surplus, globally the dominant supply player, and effectively control …
Read More
By Paul Sankey
Published on February 6, 2025 at 10:34 AM
Freezing winter slush day, very on-brand early February here in Brooklyn Heights. Freezing wet mix, snowy rain settling as sloppy snow. Cold. Black and white; grey. Time for Happy Hour! TONIGHT Happy Hour Zoom 4pm ET Jake Spiering of Chevron Another timely guest, after we did Hess and Jay Wilson last week. Jake is a terrific spokesman/investor relations for Chevron, market cap $275bn, $31.5bn of cashflow from operations in 2024, $15bn capex, production 3.33 mboe/d …
Read More
