By Paul Sankey
Published on September 25, 2025 at 8:11 AM
Two impressive individuals are jumping into the steaming Happy Hour cauldron with me this week. Happy Hour today Jon Rigby, former top-ranked European Major Oil analyst for UBS, now investor relations with Eni. 12pm ET, I am heading to his offices in SW1. Premium Events, register here: https://sankeyresearch.com/conference/sankey-strategy-session-jon-rigby-head-of-ir-strategic-analysis-eni-interest-form/ Next week Happy Hour Jeanine Wai, former top-ranked US Major Oil analyst, now IR with TOTAL, fresh from their analyst meeting in NYC next week, Monday 29th …
Read More
By Paul Sankey
Published on September 21, 2025 at 5:46 PM
The world seeming began to turn with a couple of comments I was making last week “Why is China storing so much oil?” that was originally included in last week’s note on global LNG over-supply, but was then saved for this week. Sure enough, Javier Blas went after the question directly in a column on Wednesday: “Why is China Stockpiling So Much Surplus Oil?” Adding to the Zeitgeist shift on oil – Peak Oil Supply …
Read More
By Paul Sankey
Published on September 9, 2025 at 6:01 PM
Guest – Ira Joseph – Senior Research Fellow at Columbia University’s Center on Energy Policy Date/Time – Thursday, September 11th at 4pm ET Registration – Click Here Ira Joseph is a Senior Research Associate at the Center on Global Energy Policy at Columbia University. Until 2022, he was the global head of global generating fuels and electric power pricing at S&P Global Platts, with over 30 years of experience in the sector. ~ Weekly video dropped, basically shortened Sunday Sankey …
Read More
