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Quote of the day: The only thing more powerful than hate is love

Sunday Mencho, Mensch, and Mojtaba

Short note today, I’m sick. Under the weather. It has been a crazy week to say the least, starting last Sunday with the assassination of Mexican Cartel boss El Mencho, directly inconvenienced and certainly struck fear into several members of my wife’s family (Puerto Vallarta airport attacked etc, although the footage of the burning plane was fake). Reeling from El Mencho last Sunday, we then got two feet of snow in 12 hours that served

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Paul Sankey March 1, 2026 1:36 PM
Energy Transition
Paul Sankey

Sunday Distilling US Distillate

Pondering the potential disaster of the incoming blizzard that has started here. Our Monday JFK flight to London at 9am… Cancelled First world problem Some 80% of the world’s population has never taken a plane. As of 4pm snow barely an inch ~ This note is a bullish US Distillate note. Strong demand, flat supply. Bullish complex refiners such as Valero, Marathon Petroleum and PSX, but the rising tide lifts all US refining boats, assuming

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Paul Sankey February 22, 2026 5:53 PM
Energy Transition
Paul Sankey

Holly Go Heavy: DINO CEO Go Mystery

DINO: well, I have seen some bizarre quarterly earnings beats, some bizarre management changes, but HF Sinclair DINO’s results yesterday were extraordinary. With the Street estimating 45c of Q4 earnings, the company reported a huge beat, underlying $1.20 of EPS, the abrupt exit of the CEO, an audit review whereby the results were un-auditable as of now, and then the Chairman came on the call, and said “I’m the CEO now, we can’t audit our

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Paul Sankey February 19, 2026 9:21 AM
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