By Paul Sankey
Published on July 21, 2026 at 1:55 PM
It was said that the late, great oil legend Steve Chazen, former CEO and Chairman of Oxy and then founder of Magnolia Oil & Gas, had one of three responses to emails: “Yes”, “No” and “Have you lost your mind?” Two recent announcements had us questioning which reply to send. HOUSTON–(BUSINESS WIRE)–Jul. 17, 2026– ConocoPhillips (NYSE: COP) today announced it has agreed to terms with bp to acquire a 42% interest in BP Energy Company …
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By Paul Sankey
Published on December 17, 2025 at 3:12 PM
<Las Vegas boxing announcer voice> Stadium lights go crazy… — “Laaaay-DEEZ and gntlmn! We have a SIX FOOT SIX staaarting guuuuard! … From the University of North Carolina at CHAPEL HILL! … …Nuuuuumber 23…” ~ Tomorrow 4pm my friend and CEO of Magnolia, Chris Stavros. Register here. https://sankeyresearch.com/conference/sankey-strategy-session-magnolia-ceo-chris-stavros-interest-form/ Also we now have a pretty full schedule for the Refining Conference 2026, and you can register for all calls, all with CEOs +, here. Great to …
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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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