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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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 …
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