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Quote of the day: “October, baptize me with leaves! Swaddle me in corduroy and nurse me with split pea soup.” — Rainbow Rowell
Energy Transition
Paul Sankey

Late For Your Own Funeral

Welcome to October 2026 covering oil – (or we say global “Energy and Energy-adjacent”). Because of course, right now it is not just about oil. AI, power. Natgas. We are sucked into industrials and defense. “In the last 72 hours, 4 tankers were hit out of 125 that passed. 3 of the 4 completed the transit, as damage was minimal” Are they firing blind? “100%. We took out 200+ small boats, 80+ radars and early

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Paul Sankey October 5, 2026 8:10 AM
Energy Transition
Paul Sankey

Late For Your Own Funeral

Welcome to October 2026 covering oil – (or we say global “Energy and Energy-adjacent”). Because of course, right now it is not just about oil. AI, power. Natgas. We are sucked into industrials and defense. “In the last 72 hours, 4 tankers were hit out of 125 that passed. 3 of the 4 completed the transit, as damage was minimal” Are they firing blind? “100%. We took out 200+ small boats, 80+ radars and early

Read More »
Paul Sankey October 5, 2026 8:10 AM

Crude Chronicles on Happy Hour – $200/bbl and BUY RIG

Happy Hour is a premium product but I am making this a general distribution to support my mate “Crude Chronicles”. It is a video, because he talks about slides and charts, and if you know anything about making a great chart, you will know that this is the task of heroes. I was extremely touched that Rob credited me with encouraging him to start his business. I was a bit blase in the moment but

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Paul Sankey October 3, 2026 3:40 PM
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