Sunday Sankey 1/17/21

By Paul Sankey Published on January 17, 2021 at 12:06 PM

Trying to get up this morning, I was pondering whether the US military could split and part go renegade. However we continue to believe the US constitution will prevail. Rather a negative start to the day, but I moved on to put together the Sunday Sankey for you, with energy, be it alternative, or regular oil and gas, starting the year very well. We continue to be obsessive about the US$ impact on oil prices, […]

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Refiners Overview

By Paul Sankey Published on June 30, 2020 at 1:25 PM

It was in 2017 that the inspiration to write “The Renaissance of US Exploration and Production equities” came upon me, because I realized that US E&Ps had become truly hated. The E&P stocks had the best industrial opportunity set in 50 years, in the Permian and other plays, in their own backyard, far from the hostile frontiers. Oil demand was approaching 100mb/d. And the stocks were hated. And I well knew a group in the oil sector that once had been truly hated. The refiners. Continue reading

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Diversified Landing Page

By Paul Sankey Published on June 29, 2020 at 9:35 PM

What is a diversified US oil company? Basically a survivor of several major cycles… in this rapid history of US E&P strategy, we highlight what happens to returns when geologists are in charge of spending… Continue reading

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