By Paul Sankey
Published on December 21, 2025 at 4:50 PM
Season’s Greetings, As recently as November 11th, I wrote to you about having dinner in Midtown Manhattan with Meg O’Neill, then Woodside’s CEO. So as you can imagine, the announcement Friday that Meg will eventually be the new CEO of BP (she does not start until April 2026) caught my interest. It was a surprise announcement, at least to me. We cover that today. The argument in this note is that BP should consider doing …
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By Paul Sankey
Published on June 26, 2025 at 1:30 PM
Starting in a couple of hours, 4pm ET, me vs Dan Dreyfus, hedge fund CIO, Bornite Capital. Join, he sees the world extremely clearly, which is helpful. Register here for this Premium Event. Hard to get credible money managers to talk about managing money. https://sankeyresearch.com/conference/sankey-strategy-session-daniel-dreyfus-bornite-capital-interest-form-2/ ~ Shell for BP, chatting to my legal snout in London, my thoughts that maybe Shell was being cute in its denial statement regarding a BP takeover “not considering”, “not …
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By Paul Sankey
Published on March 16, 2025 at 9:41 AM
Greetings, Today we feature Greg on “how not to IPO” after the travails of Venture Global and now Net Power. We were initially positive on Net Power, but subsequently became very concerned on costs and timing. On Venture Global, we were just outright negative. We update in this note. Highlight of this week will be Kaes Van’t Hof on Happy Hour, 4pm ET. Premium event. He is CEO designate at Diamondback $FANG. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-cfo-president-kaes-vant-hof-interest-form/ ~ A …
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