By Paul Sankey
Published on November 14, 2025 at 1:13 PM
Rich is clearly one of the most impressive CEOs in global oil. The company is ahead on its targets to the point that we are working towards a major update and outlook. Very enjoyable chat, and I locked in an invite to the Calgary Stampede (July 3rd-12th) next year, having mentioned that I have never been to this legendary event. Rich also took time to follow up with a thank you email, where the thanks …
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By Paul Sankey
Published on November 13, 2025 at 12:48 AM
Tomorrow: 4pm ET Rich Kruger, CEO Suncor, let’s talk some sense in to these people, I am fighting for the oils here. Rich is like an assassin. We have questions. “I am the assassin! With tongue forked from eloquence.” – Marillion, Assassing. Worth a YouTube. ~ For sure I was over-excited going into the first Chevron analyst meeting since 2023 and post-Hess – the longest gap between Chevron analyst meetings of my career. So I …
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By Paul Sankey
Published on November 9, 2025 at 7:51 PM
A certain friend just called regarding today’s Sunday Sankey and said “You have the valuation wrong for Diamondback/FANG”. Which matters because we are arguing about Pure Play valuation in US oils. And so I checked and yes – classic nightmare – the Diamondback share price was hard punched, that old spreadsheet elephant trap, and that was distorting FANG’s position in charts, made Diamondback appear too cheap on the charts. Two charts were affected. You would …
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