Menu

S&P 500NA+NA+NA%

NasdaqNA+NA+NA%

VIXNA+NA+NA%

DXYNA+NA+NA%

CONA+NA+NA%

WTI92.7-1.19-1.2674%

NATTY4.98+0.31+6.6381%

All Reports

Linkedin Twitter Instagram

Latest Sankey Links

Sunday Thematic: Chevron’s Caviar Inflection

Tags
Antero Apache Aramco Biden BP cheniere Chevron China CNQ ConocoPhillips COVID Delek Devon Diamondback Enterprise EOG eqt ESG European Gas EVs ExxonMobil Hess hollyfrontier India Inflation Iran li-cycle LNG Marathon Petroleum MPC Natgas Natural gas Oil Demand Oil Markets Oil Prices Oils share of S&P500 OPEC Ovintiv Oxy PBF Pioneer PSX refiners Refining Russia Shell solar Suncor Sunrun Tellurian Tesla TOTAL Energie Trump Ukraine US$ US Natgas US Oil Demand US Oil Production Valero Washington DC

Links to Research

Morning Sankey

Macro / Oil Markets

Companies / Micro

Sunday Sankey

Quote of the day: “I need the cash in charge if I want to finance the diversification,” CEO Patrick Pouyanne said at International Energy Week in London in February. “I need to maintain this dance. I need to continue to develop oil and gas.”
Energy Transition
Paul Sankey

Postcard from Calgary

Postponing today’s Happy Hour owing to a scheduling clash. (Dan Dreyfus CIO at Bornite) – he will be back soon, on a new Thursday. At the very least, next week Greg Bordelon and I will do a State of Union regarding my current trip to the Calgary and the West Coast, and his model portfolio which is weathering extremely well. Huge up days are not his thing, but overall, Greg is performing very well, where

Read More »
Paul Sankey April 24, 2025 1:58 PM No Comments
Energy Transition
Paul Sankey

Sunday Kaws, Claws and the Japanese

Happy Easter! Source: X.com – Tejano is kind of a buddy, real oil guy, runs wireline in the Permian ~ I am heading to Calgary tomorrow. With all the action in the Middle East, Europe, it might feel that I am heading in the wrong direction, but who knew that Canada would be the first and biggest loser from Trump II? We shall see, the mood apparently is Canadian fury at Trump II. Star meeting

Read More »
Paul Sankey April 20, 2025 5:25 PM No Comments
Energy Transition
Paul Sankey

Morning: Tide’s Half Way Out, Who’s Wearing Trunks?

Happy Hour 4pm tomorrow we got us an engineer! Macro guru Michael Kao is well-known for Kaoboy Musings – on Substack and Kaos Theory. His twitter handle is UrbanKaoboy. In a crisis, we all become credit analysts. Michael is a stone-cold macro expert. Register Here: https://sankeyresearch.com/conference/sankey-strategy-session-michael-kao-urbankaoboy-interest-form/ Source: Toptradersunplugged.com ~ Here are a couple of charts I have been looking at, rather back of a beermat, pondering that the tide is half way out. The tide

Read More »
Paul Sankey April 16, 2025 10:04 AM No Comments

Sunday Auto Armageddon & Peace with Iran

One of the recent Happy Hour lines that struck me, came from a Republican lobbyist who was a guest in the interim between Trump winning, and Trump being inaugurated. He repeated “tariffs” strongly, then followed up by saying that “During Trump 1, our firm had a track record of 85% success in getting an exemption on tariffs for our clients.” Hmmm. Sure enough, this weekend we have the “Tim Apple Tariff Exemption” whereby suddenly per

Read More »
Paul Sankey April 13, 2025 4:14 PM No Comments
Energy Transition
Paul Sankey

The Most Vicious Thugs on Wall St Won, with a Dove

Today 4pm Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Premium event. Date/Time – Thursday, April 10th, 4PM ET Sankey Strategy Session | Steve Levine – EV and battery expert – Interest Form | Sankey Research ~ Mid penguin tariff “Liberation Day” crisis, last Sunday we highlighted that Treasury Secretary Scott Bessent was the one obvious Dove/Owl in Peacock/Eagle Donald Trump’s cabinet, who could force

Read More »
Paul Sankey April 10, 2025 9:12 AM No Comments

J-E-T-S Jets! Season Ahead Looking Tough

Tomorrow Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Date/Time – Thursday, April 10th, 4PM ET Steve LeVine is an American journalist. He writes The Electric, a new publication on batteries, electric vehicles, and their impact on society, cities and geopolitics. He is a senior fellow on the Foresight, Strategy and Risk Initiative at the Atlantic Council and an adjunct professor at Georgetown University’s School

Read More »
Paul Sankey April 9, 2025 9:42 AM No Comments