Menu
Linkedin Twitter Instagram

Latest Video

Follow Sankey on YouTube

Most Read Notes

Hormuz Crisis Series: European Jets Jets Jets

Links to Research

Morning Sankey

Macro / Oil Markets

Companies / Micro

Sunday Sankey

Videos

Search
Tickers
AAPL AI APA AR ATD Biofuels Bitcoin BKR BP BP Canada CASY CCJ CEG China CHK CIVI CNQ COP CRK CTRA CVI CVX CVX-Hess D DAR DINO Distillate DK DVN EOG EPA EPD EQT Europe Gas FANG FCX FTI GEV Global Oil Global Oil Balance Gold GOOG Gulf War III Guyana HAL HES Iran Iraq Israel Israel-Iran KMI LNG LNG M&A META MGY MPC MRO MSFT MTDR MUR MUSA Natgas Nuclear NVDA Oil Balance Oil Market Oil Markets Oil Price Oils Relative to the SPX Oils Share of SPX Oil Supply OKLO OPEC OVV OXY PAA PARR PBF Permian PJM Power is Power Power Markets PR PSX PXD Refining Renewable Diesel RIG RRC Russia Russia-Ukraine Saudi SHEL SHEL SHELL SLB Straits of Hormuz SU SWN Tariffs TOU Trump Trump II TSLA TTE UAL Ukraine US$ US-Iran US E&P US gas US Natgas USO US Oil US oil demand US Oil Production US Power Venezuela VG VLO VST WDS XLE XLU XOM

Quote of the day: Pelé: “Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do.”
Energy Transition
Paul Sankey

Sunday Three Problems Two Doors One Cup

As a battle-scarred veteran of being a US Travel Soccer Dad, it is no new experience for me to travel for days to a big match and come back defeated and furious with the coach. Briefly to get it out of the way, a couple of things from the point of view of being present in Atlanta for the worst England capitulation since the fall of Singapore (February 1942, some 80,000 British Empire forces under

Read More »
Paul Sankey July 19, 2026 2:39 PM
Energy Transition
Paul Sankey

Morning Xi is Your Man

We had Ed Westlake, former lead oil analyst at Credit Suisse, lined up for Happy Hour guest this week (Ed has relocated from Seattle back to Tribeca, NYC). “After 20 years as a successful Energy Equity Research analyst in Europe and the US, I recently set up Wonderland Analytics. Our goal is to use the increasing availability of data/compute, together with equity/industry analysis, to predict the direction and volatility of US equities/credit/CDS/ETF’s (all sectors). We

Read More »
Paul Sankey July 14, 2026 9:05 AM
Energy Transition
Paul Sankey

Sunday Rogers… Have a Dip at it Son

Pinky promise. When England are done in this World Cup, I will not write of soccer for a good while — like when I did the thematic on Bitcoin and closed the book. Didn’t mention it for three years. Uninvestable. Sell. After my World Cup thematic one client asked me to look at Rugby, but that is truly off our “energy and energy-adjacent” pitch; for me the game is not succeeding. Cricket would interest me

Read More »
Paul Sankey July 12, 2026 9:27 PM
VIEW ALL REPORTS