By Paul Sankey
Published on October 14, 2025 at 4:39 PM
Happy Hour this week with Doug Garber, former top Hedge Fund portfolio manager who has recently attended the Barclays and Jeffries Energy Conferences, and GS Tech Conference (Communacopia?). He has some views. We are going at 12pm to fit Doug in, but note that we now record the one hour session and distribute to premium customers. Doug will be distributing through his channel www.PitchthePM.com https://sankeyresearch.com/conference/sankey-strategy-session-doug-garber-interest-form/ Doug’s full bio is at the end of this note. …
Read More
By Paul Sankey
Published on October 12, 2025 at 6:47 PM
Greetings from Brooklyn Heights, Well, the big story on Friday was the shocking arbitration decision against US start-up-to-giant US LNG exporter Venture Global, right? BP wins a major legal case! Wild. Well it was big news, until that is, we got a Truth Social post from Donald Trump that cratered the NASDAQ by eight handles and sent crypto-currencies to their largest one-day value loss in history of around -$19bn, sending social media into a frenzy. …
Read More
By Paul Sankey
Published on October 5, 2025 at 7:47 PM
She was looking kind of dumb with her finger and her thumb, in the shape of an “L” on her forehead. Smashmouth: All Star For generalist readers, those of you who came for the oil analysis and stayed for the random walk through my personal life, this Sunday we just focus on OxyChem, passing on NEGATIVE US natgas prices (how amazing is that thematically, if no surprise) with a brief outlook for the week ahead. …
Read More
