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Quote of the day: “The real problem of humanity is this: we have Paleolithic emotions, medieval institutions and godlike technology.” E.O Wilson
Energy Transition
Paul Sankey

Radio Call from Austin F1: Are we there yet?

Terrific Happy Hour this week, with Robin Mills, a stone-cold Dubai-based geopolitics expert, who was excellent when we had him on in March this year. We need him now. Guest – Robin Mills, Non-Resident Fellow at the Center on Global Energy Policy & CEO of Qamar Energy. Date/Time – tomorrow Thursday 10/29 at 12pm ET (to accommodate Robin live from Dubai where he is based). Full Robin bio to follow before the call. Registration –

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Paul Sankey October 28, 2026 12:17 PM
Energy Transition
Paul Sankey

SLB & Lakshmi: What Have You Done For Me Lately

SLB comments first, then note the transcript of Lakshmi Sreekumar on Happy Hour last evening. Premium clients will receive the full Zoom recording, which includes both of us swearing like Swedish dock hands. AI tempered the transcript language. ~ SLB’s 64c EPS just does nothing for me, and in my view, nothing for the stock. Barron’s is out questioning whether we should look through the -7% y/y earnings on this one, in a tape that

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Paul Sankey October 23, 2026 10:03 AM
Energy Transition
Paul Sankey

Return of the Lakshmi & a Map of the Future

Delighted to say that Lakshmi Sreekumar returns to Happy Hour this week Thursday at 4pm. She is quite the character, I just had a great chat with her. She is retiring from Capital One but not oil analysis. You may have noticed she popped up about a month ago on X.com and rocketed to 10k followers. Register for what will be a fun chat on Thursday: https://sankeyresearch.com/conference/sankey-strategy-session-lakshmi-sreekumar-managing-director-commodity-derivatives-capital-one-securities-interest-form/ Source: Dallas Fed Every Sunday after I have

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Paul Sankey October 20, 2026 2:06 PM
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