By Paul Sankey
Published on December 14, 2025 at 3:57 PM
Greetings, Snowing across New York City. We are getting a good couple of inches as I write, and noted that apparently, Jay Peak Resort in Vermont has seen 185” of snow so far this season, as of yesterday. We are hitting 3”, second fall of year, first proper snowfall. East Coast ski resorts are thrilled. It was a busy week, starting with Energy investor darling GE Vernova reported results, beat and raise then ExxonMobil had …
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By Paul Sankey
Published on December 9, 2025 at 9:11 AM
ExxonMobil released the slides from their 2025 Outlook Corporate Presentation today. We are to knee jerking a note to you before they say “Good Morning”. Tonight, dinner with DINO CEO Tim Go and team, questions on a post card please. We think Tim is a “buy good management” guy. Bit like XOM and Chevron. Thursday evening, same gig with Chevron senior management. Dinner in midtown. ExxonMobil are hosting their call now, starting at 9am CENTRAL …
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By Paul Sankey
Published on November 22, 2025 at 8:06 PM
Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day …
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