By Paul Sankey
Published on May 25, 2025 at 12:52 PM
Happy Memorial Day weekend, We’ve talked about the vicious thugs that came back to the neighborhood. Hanging around in a sinister mob, scowling at observers, never look them in the eye, they are genuinely violent and dangerous. They are, the Bond Vigilantes. Funny thing is, I’m terrified of them too, but I look at long term interest rates and think “Rates are not THAT high”. Maybe that is what terrifies me. Below, yields since 1970. …
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By Paul Sankey
Published on April 20, 2025 at 5:25 PM
Happy Easter! Source: X.com – Tejano is kind of a buddy, real oil guy, runs wireline in the Permian ~ I am heading to Calgary tomorrow. With all the action in the Middle East, Europe, it might feel that I am heading in the wrong direction, but who knew that Canada would be the first and biggest loser from Trump II? We shall see, the mood apparently is Canadian fury at Trump II. Star meeting …
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By Paul Sankey
Published on January 22, 2025 at 10:06 AM
Hybrid bonus Refining Conference/E&P Session tomorrow Thursday 4PM, leading private equity and refining executive: Jeff A. Stevens. Jeff was a stalwart of the Sankey Refining conference back when he was CEO of Western Refining, which was ultimately sold to Greg Goff’s Tesoro for $6bn in 2017. Subsequently he built and just sold a major Permian private E&P player, Franklin Mountain. He has fascinating insight to US oil investment. Coterra Announces Accretive Permian Basin Acquisitions November …
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