By Paul Sankey
Published on May 13, 2025 at 11:10 AM
With President Donald Trump arriving in Saudi, it is a good time to comment on Aramco’s Q1 2025 results released yesterday. Source: NYT Politico, the Washington DC political news website, called me a few days ago to ask me “how come oil is not on the official agenda of Trump talks in Saudi?” The resulting article quoted me in support of the US oil & gas industry vs the potential damage of Trump’s low oil …
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By Paul Sankey
Published on August 7, 2024 at 9:37 AM
Tomorrow Thursday, August 8th 4PM ET Greg Bordelon vs Paul Sankey Happy Hour open mic session for Happy Hour. Sorry we had originally said 1pm but that clashes with the Oxy earnings call, so if we want a shot of Warren Buffett joining, better we will go right after the market at 4pm. Looking forward to catching up on a LOT of stuff. Sankey Strategy Session | Paul Sankey & Greg Bordelon – Interest Form …
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By Paul Sankey
Published on May 4, 2024 at 2:03 PM
The best E&P earnings performance at the 2/3 mark through reporting season gets a deep dive. Source: Bloomberg, Sankey Research Civitas is the company that sparked our Heavyweights thematic note of 2023. A living, breathing case study in our Heavyweight thesis that bigger is better in energy today. We debated timing a note on CIVI – publish in front of the earnings print last week (so before CIVI reported after the market Thursday) or publish …
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