Sunday Finch & Fintech, Big Macs & Beer

By Paul Sankey Published on August 11, 2024 at 2:29 PM

Congratulations, you made it to vacation time. The Olympics has added to the media lunacy, and that is over. There is no August interruption in service for Sankey Research, but for clients, hopefully you are taking vacation time. In this note we show the cheapest places to get a Big Mac and a beer, globally. See you at Barcap first week of September: Barclays 38th Annual CEO Energy-Power Conference September 4th to September 5th, 2024. …

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Q2 EPS: Permian Lost, Found, and Future

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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Sunday Paty, Paty, and St Patrick

By Paul Sankey Published on March 17, 2024 at 4:32 PM

Greetings, Happy St Patrick’s Day to all, not least my wife Patricia and her mom, Patricia, both “Paty”. A thought today for my Irish grandmother, Ivy. From Cork. This past week: ExxonMobil slipped out the old Friday-night-after-the-close press release on yet more Guyana exploration success Profrac announced a market share war in US pressure pumping that we thought so significant, we started a major oil price & market thematic. Stay tuned on ACDC (the ticker …

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