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Quote of the day: The only thing more powerful than hate is love
Energy Transition
Paul Sankey

Sunday Looking for Kilos as Bells Toll

Dear Client, It is not a joking matter, but it turns out that I am in the Epstein files. My friend’s (London-based) son in High School is doing a little intern work for me, on the weekly DOE data. He took the initiative, shall we say, to search the Epstein email dump for “Paul Sankey”. And there I am, mentioned in passing. In 2013, Epstein was invited as a client by Deutsche Bank wealth management

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Paul Sankey February 15, 2026 4:20 PM
Energy Transition
Paul Sankey

Morning BP Return on Actual Capital Employed

Tomorrow, delighted to say we have an oil market expert for your delectation on Happy Hour – 4PM ET Willie Chiang CEO of Plains All American who has just been extended as CEO. https://sankeyresearch.com/conference/sankey-strategy-session-plains-all-american-interest-form/ ~ Tomorrow, we have two $1bn EBITDA companies reporting that might just blow the doors off on results and guidance tomorrow. Darling Ingredients (DAR) has been on a tear particularly since Valero results. As you know, DAR is a key reason

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Paul Sankey February 11, 2026 12:03 PM
Energy Transition
Paul Sankey

BP: Can’t Get Out of its Own Way

What do you think on BP? Major investor: “They fumbled the buyback guidance” BP absolutely fumbled their buyback guidance, turning what could have been a straightforward story of financial prudence into this head-scratcher headline: ”BP cuts buyback, re-iterates 2026 net debt target unchanged” That whacked shares over- 4% this morning – there goes -$4bn on the London open, off BP’s $100bn market cap. Good morning to you. BP held the dividend steady at 8.32 cents

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Paul Sankey February 10, 2026 8:41 AM
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