Very few people can get away with saying “I’m gonna move fast and not treat you like 3rd graders so you are going to have to keep up”. My guest this week is one of them.

Paul Sankey has had a deep history with the energy industry and my favorite thing, analysis, data and figuring out where things are going and how people tick. If you know Paul, you know this was a great conversation. If you don’t know Paul, you should listen and follow his research.

Hope you enjoy.

#hottakeoftheday Episode 73 w/Paul Sankey

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About Paul

Paul Sankey, the widely-followed oil analyst who was first to call for negative oil prices when COVID began impacting world markets, started his own research firm Sankey Research, breaking free from the limitations of Big Bank agendas. He has ranked “all-American” research analyst many times since arriving on Wall Street in 2004 to follow US oil & gas markets and equities.

Among other recognized calls, Sankey tagged premium oil company EOG “The Apple of Oil”, ExxonMobil “The Big Unit”, pushed “The Diamond Age of Refining” over the past decade for US refiners, and has called for “The Renaissance” in US Exploration and Production in terms of companies reducing growth, reducing debt, and increasing cash return to shareholders. He has also styled himself an “analyst as activist” and heavily covered controversies such as Chevron vs Oxy for Anadarko, and most recently the sum-of-the-parts argument around Marathon Petroleum.

Sankey started covering oil in 1990 out of Manchester University, joining the IEA in Paris, with subsequent stints at Wood Mackenzie, Deutsche Bank, Wolfe Research, and most recently Mizuho. He has ranked consistently highly or #1 in many investor surveys since becoming a sellside analyst in 2000.