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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

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
Energy Transition
Paul Sankey

Chevron News & Happy Hour Tomorrow

With a lot of newsflow, Happy Hour will feature Chevron tomorrow, Thursday Oct. 8, at 4 ET, with locked-in guest Jeanine Wai, Director of IR. Maybe she can bring a bonus guest. My Masters of the Universe dinner with a major market maker is tonight in Midtown. I am back in Brooklyn after a great weekend wedding in Michoacán, Mexico, the world’s avocado capital. DOE – Refining Right at top of Range for time of

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Paul Sankey October 7, 2026 12:00 PM No Comments
Energy Transition
Paul Sankey

Late For Your Own Funeral

Welcome to October 2026 covering oil – (or we say global “Energy and Energy-adjacent”). Because of course, right now it is not just about oil. AI, power. Natgas. We are sucked into industrials and defense. “In the last 72 hours, 4 tankers were hit out of 125 that passed. 3 of the 4 completed the transit, as damage was minimal” Are they firing blind? “100%. We took out 200+ small boats, 80+ radars and early

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Paul Sankey October 5, 2026 8:10 AM No Comments