By Paul Sankey
Published on October 10, 2026 at 1:29 PM
Pleased to say that next Thursday Happy Hour will be with Robert Clarke, Vice President, Upstream Research at Wood Mac, Lower 48/US/Global Unconventional E&P stone-cold expert. He comes with a strong view of things like Devon, Continental, ExxonMobil Permian, Chevron Bakken… ~ Here is my latest video, I really am doubting the YouTube videos but I have two 20-something lads who are keen to get the channel going, basically the son of a friend and …
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By Paul Sankey
Published on October 7, 2026 at 12:00 PM
With a lot of newsflow, Happy Hour will feature Chevron tomorrow, Thursday Oct. 8, at 4 ET, with locked-in guest Jeanine Wai, Director of IR. Maybe she can bring a bonus guest. My Masters of the Universe dinner with a major market maker is tonight in Midtown. I am back in Brooklyn after a great weekend wedding in Michoacán, Mexico, the world’s avocado capital. DOE – Refining Right at top of Range for time of …
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By Paul Sankey
Published on February 6, 2026 at 9:50 AM
Last night I was chatting to an energy Portfolio Manager (PM) and asked what he thought of the ConocoPhillips conference call, held yesterday: “ConocoPhillips are just waiting to get taken over.” Meanwhile, a different client sent me this doozy from Shell. A -40% Reserves Replacement Ratio, 73% replacement organic, trailing 3 year average 84% reserves replacement, with <8 years reserves life. In case you are new here, we are aiming to replace reserves annually, so …
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