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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By Paul Sankey
Published on January 7, 2026 at 9:53 AM
My 6am morning coffee run this morning was shrouded in a Dickensian fog, dark figures in dark coats, streetlights almost candle-weak. It was hard to not find that meaningful in today’s bewildering markets. The Fog of War (a great film, highly recommended, on Kennedy/Johnson Defense Secretary Robert McNamara). The first surprise was not the removal of Maduro and his wife, but the lack of positive momentum for María Corina Machado, who had appeared to be …
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By Paul Sankey
Published on December 24, 2025 at 6:57 PM
Good evening, We have previously noted that the Trump Administration needs a foreign war to get past the raging Epstein dumpster fire. Venezuela looks juicy for a distraction. We also noted that this Administration likes major news announcements on key dates, and these can come during major holiday news lulls, ie today. Key numbers, after I did the ring around on Venezuela: As of 2019, Venezuela was estimated ~1.9mb/d production capacity. The Vice President just …
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