By Paul Sankey
Published on July 30, 2026 at 12:54 PM
Today, if anyone wants to join, I will do an open mike session as our Happy Hour this week. 4pm ET by Zoom. It might be just you and me if you dial in. Which is good by me. I made a presentation to 100 insurance executives yesterday and I have been on both Bloomberg TV and Radio this morning, so I am rapping. Open Mike Discussion July 30th 2026: https://sankeyresearch.com/conference/sankey-strategy-session-open-mic-interest-form/ Things to chat about: …
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By Paul Sankey
Published on July 27, 2026 at 7:33 PM
Publishing a note on Sunday has become existential for me, so I apologise for not getting this note out yesterday. This is my Sunday note… so late it is on a Monday. I have stripped it down to be mostly about Halliburton. What started as a quick look at Halliburton’s results for Sunday, then got tangled with Liberty Energy down -25% on its results last week, SLB results then had that stock moving strongly higher …
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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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