By Paul Sankey
Published on February 15, 2026 at 4:20 PM
Dear Client, It is not a joking matter, but it turns out that I am in the Epstein files. My friend’s (London-based) son in High School is doing a little intern work for me, on the weekly DOE data. He took the initiative, shall we say, to search the Epstein email dump for “Paul Sankey”. And there I am, mentioned in passing. In 2013, Epstein was invited as a client by Deutsche Bank wealth management …
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By Paul Sankey
Published on February 3, 2026 at 10:35 AM
The end game here is less US oil companies producing less US oil (& gas) for higher pricing and margins. That is exciting. While casual observers might see yesterday’s Devon for Coterra take-under as obviously disappointing – both stocks fell on the day, for the dreaded damp squib double decline, in reality, this a step in a process, not an end game. Devon announces bid for Coterra but “this is far from over”. Next step, …
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By Paul Sankey
Published on November 22, 2025 at 8:06 PM
Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day …
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