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Sunday Sankey

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 No Comments
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 No Comments
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 No Comments
Energy Transition
Paul Sankey

Sunday Tisch, Tisch

Sorry I am late today, the “weekly” video took an eternity for my man in Mexico to upload to YouTube. I was waiting for that. Yesterday we sent you a note covering the comments made by Mark Viviano regarding Kimmeridge’s latest activist moves, on Coterra and Devon. “Kimmeridge Coal & Texas Tea”. Given you had that reading matter for you to consider this weekend, let’s say we covered oil for the week. Today’s note is

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Paul Sankey November 23, 2025 10:37 PM No Comments
Energy Transition
Paul Sankey

Kimmeridge Coal and Texas Tea

Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day

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Paul Sankey November 22, 2025 8:06 PM No Comments
Energy Transition
Paul Sankey

Afternoon Mark (Viviano) My Words

Greetings! Main thing today is Mark Viviano of Kimmeridge on Happy Hour at 4pm. Shortly. Premium subscribers get the replay tomorrow. Register here. He is a terrific public speaker. Clear as a bell. Rational. Logical. Highly experienced. https://sankeyresearch.com/conference/sankey-strategy-session-kimmeridge-mark-viviano-interest-form/ As you are probably aware, Kimmeridge has taken activist stakes in Coterra and Devon, and we shall discuss that. One hedge fund client would like to see the two companies combined, driven by Kimmeridge. Others argue along

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Paul Sankey November 20, 2025 2:31 PM No Comments