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Quote of the day:
  • “If you have an apple and I have an apple and we exchange these apples then you and I will still each have one apple.
  • But if you have an idea and I have an idea and we exchange these ideas, then each of us will have two ideas.”
— George Bernard Shaw
Energy Transition
Paul Sankey

It’s Coming Home… Refining’s Coming Home

Tomorrow 4th December 4pm ET delighted to say we have James Walter, Co-CEO of Permian Resources, on our weekly Strategy Session. Like Rich Kruger, Suncor CEO, who was a guest a couple of weeks ago, these are not CEOs that appear at every Dog & Pony show, by any means, so it is a real pleasure to talk to James, who we can safely say, is impressive. Co-CEOS Hickey and Walter had enormous success with

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Paul Sankey December 3, 2025 11:45 AM
Energy Transition
Paul Sankey

Sunday Carmen & the Horn of Plenty

Okay, Well that was a good Thanksgiving break. I hope yours was too. This week December 4th: James Walter – Co-CEO of Permian Resources Thursday at 4PM ET, another great guest. Viviano last week was terrific. Registration – Click Here ~ Nothing like a few days off to wander back in to major uncertainties in oil markets; albeit the uncertainties are broadly the same as they were a week ago: Venezuela – airspace closed per President Trump tweet. Some

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Paul Sankey November 30, 2025 7:41 PM
Energy Transition
Paul Sankey

US Demography: K–12 Enrollment, Teenage Mothers, & Valero

Assuming you are sitting in a traffic jam in the back of a limo being driven out to your country estate for Thanksgiving, we send a little reading for the holiday. You have no doubt seen or experienced this year’s travel data: all-time records. In this note we explain why every year more and more people drive for Thanksgiving, according to our theory: Ex-urbanisation.   Notable for Thanksgiving travel, that we are clearly higher than

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Paul Sankey November 26, 2025 3:37 PM
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