Analyst
Sankey Research
Equibles does not estimate personal net worth.
Paul Sankey is recorded as Analyst at Sankey Research. Paul Sankey has spoken on 6 earnings calls across 4 companies, most recently for Diamondback Energy, Inc. on August 4, 2026. Those appearances were for Valero Energy Corp (VLO), Diamondback Energy, Inc. (FANG), PBF Energy Inc. (PBF) and Chevron Corp (CVX). The companies whose calls Paul Sankey spoke on are classified in the Energy sector.
“Hey, Case, you mentioned the NAV. you were kind of coy about it, but you said that the NAB went up more or less during the quarter. Could you just talk a little bit more about how you think about the NAB now, particularly, first of all, obviously on the upstream performance side?”
“I appreciate that you're a CFO with a major problem of too much cash. If I could just ask a couple of questions which are maybe more industry-oriented. The first, you mentioned that feedstocks have been really a big driver between high product prices and feedstocks, I guess.”
“You had mentioned the shortage of VGO, and I just wondered if you could talk a little bit about where you might anticipate other shortages, actual physical shortages emerging in the oil chain?”
“Mike, good to hear that you're not modeling the heavy light spread constantly. Mike, if I could ask you a couple of specifics on Kazakhstan, which you've already referenced.”
Sankey Research
Analyst
Source not stated
Oil & Gas Refining & Marketing · Energy
PBF
Oil & Gas Refining & Marketing · Energy
CVX
Oil & Gas Integrated · Energy
