Friday Sankey 6/11/21

By Paul Sankey Published on June 11, 2021 at 8:44 AM

What do you call an Engineer who doesn’t know how to use a calculator? A project manager. What did the medieval knight say when he got caught doping? “I was just getting my lance arm strong.” What’s the worst thing about wild alligators? Their wild allegations. Did you hear about the guy who invented the knock-knock joke? He won the no bell prize. There were two big moments in the market yesterday, the inflation number, […]

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Memorial Monday Sankey 5/31/21

By Paul Sankey Published on May 31, 2021 at 1:34 PM

OIL RISK HIGH. We have an OPEC meeting tomorrow, and the word is that Iran is pumping into storage on anticipation of successful negotiations with the Biden administration, which, for reasons I do not fully understand, is very keen to make a nuclear deal. This will allow Iran back into global oil markets. We understand that OPEC is warning Iran not to flood the market, and Iran is saying “we are going to flood the […]

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Sunday Sankey 4/11/21

By Paul Sankey Published on April 11, 2021 at 1:36 PM

This week I am heading to Oklahoma to meet Devon CEO Rick Muncrief and then Houston to bid farewell to outgoing ConocoPhillips COO Matt Fox. Opposite ends of the spectrum for me – never met Rick, have hung out many times over the years with Mr. Fox. The lowlight in professional terms with Matt was doing the first marketing trip for COP in NYC after the dividend cut in 2016. The highlight was Matt making […]

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