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 …
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By Paul Sankey
Published on June 26, 2025 at 1:30 PM
Starting in a couple of hours, 4pm ET, me vs Dan Dreyfus, hedge fund CIO, Bornite Capital. Join, he sees the world extremely clearly, which is helpful. Register here for this Premium Event. Hard to get credible money managers to talk about managing money. https://sankeyresearch.com/conference/sankey-strategy-session-daniel-dreyfus-bornite-capital-interest-form-2/ ~ Shell for BP, chatting to my legal snout in London, my thoughts that maybe Shell was being cute in its denial statement regarding a BP takeover “not considering”, “not …
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By Paul Sankey
Published on June 12, 2025 at 3:03 PM
Today, soon! Zoom Happy Hour: Russia expert Ron Smith Thursday, June 12h, 4PM ET. Ron has decades of in-Russia experience in finance and is now founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP). Registration Link – Click Here ~ In a recent note, I mentioned that I doubted Russian production capacity, and whether they really have 1mb/d of spare capacity, held back on OPEC+ cuts. Ron read the note and commented: “One subject to …
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