By Paul Sankey
Published on September 20, 2026 at 9:16 PM
Good afternoon, It is wet here in New York, football season has started, October baseball playoffs loom, the air has chilled towards Fall. Any long-time New York professional dreads the week ahead. “UN Week”. Notwithstanding, this note is a preview and review, from a cynical personal perspective, on UN Week. There is little this week in the way of results. Cracker Barrel reporting will generate some nonsense. Speaking of blowing up a brand, I have …
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By Paul Sankey
Published on September 19, 2026 at 10:29 AM
Love chatting to Tom, who really knows his racks. We started with my question: can you name the “Seven Sisters”? The 1970s nickname for the World’s Seven Biggest oil companies? It is like naming the Seven Dwarfs: getting the last one is tough. Source: Zoom, Sankey Research Replay is here, Tom Kloza vs Paul Sankey 60 mins, conversation starts at 4mins: https://analysthub.zoom.us/rec/share/rQEc1XCaXZ6xjlwR-4AMSM5oF0dvlB1I3OmDpNRY5t7HuqoMhfr1LA7eb5c8NX6I.mZ9MB8GNfYOV1EM0?startTime=1789674756000 Key Points Outlook in one line. Taking the other side of Goldman’s recent …
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By Paul Sankey
Published on September 17, 2026 at 3:49 PM
Starting now: Tom Kloza on Happy Hour – bio at end of this short nate · Guest – Tom Kloza · Date/Time – Thursday, September 17th at 4pm ET NOW!!! · Registration – Click Here Crazy things are happening downstream US and globally, and Tom is a great guy to talk about the US market from gas pump to pump jack, and no doubt has a view on the Middle East. I can ask him …
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