Sunday Buying SLB and Holding Liat

By Paul Sankey Published on January 18, 2026 at 6:38 PM

Hello All, Mid-January… these are the hard yards on Wall Street – no let up until mid-April. It was the New York winter that broke the Occupy Wall Street protestors in 2011, and they wimped out in November. We workers kept grinding. Wintry mix today in Brooklyn Heights, brisk weather is forecast for Tuesday: 14° low, or -6° to Europeans. MLK Day Federal Holiday tomorrow, which seemingly nobody in Houston follows, at least not in …

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Sunday and Smith Must Score

By Paul Sankey Published on January 11, 2026 at 8:23 PM

This note covers the Oil CEO meeting at the White House on Friday, and tomorrow we host Mark Lashier, CEO Phillips 66, who was in the room. Refining Conference continuation: Jan 12th Monday @2:00pm ET – HF Sinclair – Timothy Go, CEO, Craig Biery, & Trey Schonter III, IR Jan 12th Monday @3:30pm ET – Phillips 66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Sean Maher IR To round out, also at the White House meeting: Feb 4th Wednesday @4:00pm –Valero– Lane Riggs, …

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Afternoon All You Need is Love (and Rockets)

By Paul Sankey Published on January 8, 2026 at 2:27 PM

Tomorrow: PBF Refining Conference one-off, followed by a Monday back-to-back. Best performing energy stocks in the market, mate. Jan 9th Friday @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12th Thursday @2:00pm  – HF Sinclair – Timothy Go, CEO, Craig Biery, & Trey Schonter III , IR Jan 12th @3:30pm – Phillips66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Sean Maher IR Jan 15th Thursday @ 4PM ET *BONUS HAPPY HOUR* – Kloza Advisors – Tom Kloza, CEO Register here: https://sankeyresearch.com/conference/sankey-refining-conference-interest-form/ ~ …

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