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 LBRT 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

Happy Hour, C’est Moi: Open mike today, next Thursday Valero Head of Trading

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:

Read More »
Paul Sankey July 30, 2026 12:54 PM
Energy Transition
Paul Sankey

Riding the Oilfield Service Rodeo, with HAL, PUMP, and WTF

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

Read More »
Paul Sankey July 27, 2026 7:33 PM

Happy Hours: Ed Westlake 4pm today, Valero Randy Hawkins, head of trading, August 6th

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

Read More »
Paul Sankey July 23, 2026 10:20 AM
VIEW ALL REPORTS