By Paul Sankey
Published on August 17, 2025 at 5:38 PM
Greetings, Alaska? No I am off to Colorado, first thing tomorrow, Monday. This year is the 30th anniversary of the Enercom conference in Denver. This is a more small cap conference with the interesting twist of being free to attend for registered investment professionals. And indeed, I am still registered, to Series 24 level, no less. Reminder: Drinks September 2nd in Midtown around Barcap conference 5pm. So for me, a bit of an old school …
Read More
By Paul Sankey
Published on August 10, 2025 at 9:21 PM
Maybe the key question for this week is whether Vladimir Putin walks away with Alaska in exchange for Greenland. I mean, I don’t know. But the deadline is November 10th. In case you missed it, in Aramco results last week, Aramco are quoting Kpler that global oil demand is now (August 2025) 108 mb/d. Repeat, 108mb/d. But obviously, this week in oil will be dominated by President Trump meeting Putin in Alaska. Friday. So we …
Read More
By Paul Sankey
Published on August 6, 2025 at 12:14 PM
We are counting barrels on Happy Hour tomorrow at 4pm ET, with Rory Johnson, Commodity Context. Premium Event: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ BP are back! We are absolutely delighted for BP Exploration, on an accelerating roll, what terrific news of their massive Brazil discovery announced yesterday. This is exactly what BP needed, a major step in re-setting the company image. A welcome return to what we oil analysts love to talk about, “elephant” discoveries, development timelines, so …
Read More
