By Paul Sankey
Published on July 27, 2026 at 7:33 PM
Publishing a note on Sunday has become existential for me, so I apologise for not getting this note out yesterday. This is my Sunday note… so late it is on a Monday. I have stripped it down to be mostly about Halliburton. What started as a quick look at Halliburton’s results for Sunday, then got tangled with Liberty Energy down -25% on its results last week, SLB results then had that stock moving strongly higher …
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By Paul Sankey
Published on July 19, 2026 at 2:39 PM
As a battle-scarred veteran of being a US Travel Soccer Dad, it is no new experience for me to travel for days to a big match and come back defeated and furious with the coach. Briefly to get it out of the way, a couple of things from the point of view of being present in Atlanta for the worst England capitulation since the fall of Singapore (February 1942, some 80,000 British Empire forces under …
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By Paul Sankey
Published on June 18, 2026 at 10:53 AM
Time to think about Russia? Today for Happy Hour we have Ron Smith, Russia expert, to consider what happens in the other front of World War III. Ronald P. Smith is the founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP) and a #1 ranked analyst by Institutional Investor and Extel. He has over 25 years’ of experience in equity capital markets and the Russian oil and gas sector. He began his career …
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