By Paul Sankey
Published on July 14, 2026 at 9:05 AM
We had Ed Westlake, former lead oil analyst at Credit Suisse, lined up for Happy Hour guest this week (Ed has relocated from Seattle back to Tribeca, NYC). “After 20 years as a successful Energy Equity Research analyst in Europe and the US, I recently set up Wonderland Analytics. Our goal is to use the increasing availability of data/compute, together with equity/industry analysis, to predict the direction and volatility of US equities/credit/CDS/ETF’s (all sectors). We …
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By Paul Sankey
Published on June 23, 2026 at 12:39 PM
Hola, It was a relief to start the week as we hoped, with some non-Hormuz corporate newsflow, and in this note we talk about the Chevron vs Microsoft Permian mega-data center announcement. Relief, because my Sunday note on the geopolitics of the nation players in the Hormuz talks was exhausting to write, and sure enough the weekend talks yielded a framework for more talks, or something. Talks about talks for talks. The point of the …
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By Paul Sankey
Published on June 11, 2026 at 1:01 PM
Happy Hour today with Neil McMahon is POSTPONED until 24 June, so, just a couple of weeks. And he will have been in the Middle East in the interim, so that works. Kimmeridge (for he is founding partner) has declared Final Investment Decision (FID) on Commonwealth — a 9.5 Mtpa (~1.25 bcf/d), $13bn Louisiana LNG export project with 2030 start-up — in partnership with Abu Dhabi’s Mubadala Energy and CPP Investments (24.1% and 31% of …
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