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Sunday Sankey

Quote of the day: “The real problem of humanity is this: we have Paleolithic emotions, medieval institutions and godlike technology.” E.O Wilson
Energy Transition
Paul Sankey

Don’t Shoot Until You See the Whites of their Socks

Greetings, Fall is upon us, no question. The temperature has plummeted, the leaves are dry, the Halloween decorations are out. The autumn sun slants across the streets. We turned the heating on for the co-op yesterday, against a guideline start date of 1st October, per co-op rules. Super-El Nino is expected to be a warmer, wetter, and more volatile winter, and that is playing out right now. This week earnings: “Valero has not missed a

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Paul Sankey October 18, 2026 8:47 PM No Comments
Energy Transition
Paul Sankey

Thematic: India Diesel Monster (Trucks)

Bad news, at least for those of you eager to hear from Robert Clarke, US Upstream Expert at Wood Mackenzie, this evening for Happy Hour, he has been “Struck by the lurgy” – flu, and begged a pardon. Granted, word from Texas is that this flu is a bad one. We warn you to ensure in this modern world, your life is resilient. From floods, power cuts, rampaging mobs, corrupt officials, are you defended? For

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Paul Sankey October 15, 2026 12:18 PM No Comments
Energy Transition
Paul Sankey

Guess Who’s Back: Sunday Sankey

Truly loyal readers will remember that the “Sunday Sankey” started as a weekly presentation file. Along the way it became an email. The good news is, after my speaker slot at the “Masters of the Universe” group dinner last Wednesday, there has been some demand for a marketing visit from clients, and you are welcome to request one, please do. I miss the company! So I needed to refresh my slide deck, and this was

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Paul Sankey October 11, 2026 6:47 PM No Comments
Energy Transition
Paul Sankey

Chevron: This is Not an Earnings Preview

Pleased to say that next Thursday Happy Hour will be with Robert Clarke, Vice President, Upstream Research at Wood Mac, Lower 48/US/Global Unconventional E&P stone-cold expert. He comes with a strong view of things like Devon, Continental, ExxonMobil Permian, Chevron Bakken… ~ Here is my latest video, I really am doubting the YouTube videos but I have two 20-something lads who are keen to get the channel going, basically the son of a friend and

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Paul Sankey October 10, 2026 1:29 PM No Comments

Chevron Happy Hour – Registration Link

Thank you, anonymous hero and friend, for pointing out that I forgot to add the link for tomorrow’s Happy Hour with Jeanine Wai, Chevron IR, 4pm ET in a big week for the company. Register here: https://sankeyresearch.com/conference/sankey-strategy-session-jeanine-wai-interest-form/ To focus on the CVX outcome here, it’s pretty clear Eimear Bonner will be next CEO and Jeff Gustavson, by then, the established CFO. You can see Mike Wirth continuing as Chairman, which separation of Chair and CEO

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Paul Sankey October 7, 2026 4:43 PM No Comments