By Paul Sankey
Published on July 30, 2026 at 12:54 PM
Today, if anyone wants to join, I will do an open mike session as our Happy Hour this week. 4pm ET by Zoom. It might be just you and me if you dial in. Which is good by me. I made a presentation to 100 insurance executives yesterday and I have been on both Bloomberg TV and Radio this morning, so I am rapping. Open Mike Discussion July 30th 2026: https://sankeyresearch.com/conference/sankey-strategy-session-open-mic-interest-form/ Things to chat about: …
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By Paul Sankey
Published on July 27, 2026 at 7:33 PM
Publishing a note on Sunday has become existential for me, so I apologise for not getting this note out yesterday. This is my Sunday note… so late it is on a Monday. I have stripped it down to be mostly about Halliburton. What started as a quick look at Halliburton’s results for Sunday, then got tangled with Liberty Energy down -25% on its results last week, SLB results then had that stock moving strongly higher …
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By Paul Sankey
Published on July 23, 2026 at 10:20 AM
Thursday, July 23rd @ 4PM ET Guest: Ed Westlake, former lead oil analyst at Credit Suisse, CEO/Founder Wonderland Submit Interest: Click Here Thursday, August 6th @ 2:30PM ET Guests: Valero –Randy Hawkins- VP International Crude Oil Supply & Trading, and Brian Donovan – VP, IR Submit Interest: Click Here Please join this afternoon for Ed Westlake, I think it will be a great chat and a unique combination of a former top oil sellside analyst …
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