By Paul Sankey
Published on December 31, 2025 at 9:13 AM
Sankey Research Refining Conference – starting the year with a bang as always: To register: Click Here Jan 5th Monday @10:00am – Marathon Petroleum – Maryann Mannen, CEO & team Jan 5th @11:15am – Senior Refining Executive – Greg Goff – Industry legend Jan 5th @1:00pm – Delek – Avigal Soreq, CEO & Mohit Bhardwaj, IR Jan 5th @2:00pm – Par Pacific – Will Monteleone, CEO & Shawn Flores, CFO Jan 9th Friday @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12th Thursday @2:00pm – HF Sinclair – Timothy Go, CEO, …
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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 7, 2025 at 4:42 PM
Snow! To break the jinx, I didn’t mention it this year, but tradition dictates: “Go short oil after Labor Day”, and then, “BUY them again on the first snow in New York City. That’s December 5th”. Old school chat. December 5th, we had actually calculated, was the typical date for first snow in NYC. The analysis was seasonal, and the conclusion was that everyone expects US E&Ps, refiners, to trade seasonally, but actually we showed …
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