By Paul Sankey
Published on February 8, 2026 at 7:39 PM
We sent you a note on Uranium this morning, and so will keep this brief. I said I would do return a favour to Hedge Fund guru Doug Garber and join him on a podcast, and now I am being thrown in as a Venezuela expert. Which is the old “tallest dwarf” joke, but here it is, Friday February 13th, don’t forget Valentine’s Day next Saturday: https://shorturl.at/hzIn7 ~ Our note on last Friday’s: “XOM for …
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By Paul Sankey
Published on February 4, 2026 at 9:31 AM
Featuring CEO Lane Riggs, newly-minted CFO Homer Bhullar and entire management team, please join for this timely round-out final fireside chat of our 2026 Refining Conference: https://sankeyresearch.com/conference/sankey-refining-conference-interest-form/ Look forward to it, please submit questions, by email, IB, or into the Zoom chat. Thanks!
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By Paul Sankey
Published on January 29, 2026 at 8:23 PM
Sorry there was no Happy Hour today with earnings this week, I meant to warn you before 4pm but I got tangled in a couple of things today, like the Social Security Office downtown Manhattan (oh yes, through ice by subway) and then a lot of messing around for a 2 minute slot on CNBC. Noted Coterra merging with Devon getting hot (Bloomberg) Chevron and ExxonMobil results tomorrow, We take a look at GE Vernova’s …
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