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Quote of the day: In a war of ego, the loser always wins
Energy Transition
Paul Sankey

You Can be Sure of Shell…

Strategy Session this week Thursday 4pm · Guest – Ed Morse, Hartree Partners April 30th at 4pm ET Registration – Click Here Ed was teaching International Relations at Princeton for the 1973 Oil Crisis. ‘Nuff said. ~ This week so far: Not TACO but NACHO – “Not A Chance Hormuz Opens”. Oil inventories globally are plummeting, first a sea, now on land. DOE data today at 10:30am today will surely confirm the big draws seen

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Paul Sankey April 29, 2026 8:56 AM
Energy Transition
Paul Sankey

Sunday Second Fastest Runners

This week, delighted to say we will host Ed Morse, the most tenured oil analyst on Wall St, a legend, to Happy Hour at our regular 4pm ET time slot, Thursday (30th April – time flies). I appeared on CNBC with Ed live from the NYSE in March 2020, and listened to answers very, very carefully. I walked away and tripled all my demand destruction forecasts, worked out the combination of Saudi at record production

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Paul Sankey April 26, 2026 8:36 PM

Replay, June Goh Singapore Oil Refining Expert on Happy Hour just now

Really interesting stuff. One hour. China humanitarian exporting oil products to Vietnam and Cambodia is interesting. No Singapore emergency stocks of crude to start crisis was also interesting. 60% utilisation of refining, Singapore around 1.3mb/d capacity is also lower than I thought. Looking more into that number. Bullish distillate now, gasoline Q3, fuel oil/bunker Q3. https://analysthub.zoom.us/rec/share/tdH_ayQL1U_AaOlu63UMTw1Ru6hoSDkoCaQrVyGucjTIoe3Z-iB7CN9ZVJ-lx3Fx.RP8clyAVaVebmFNK AI summary, AI picked up the humanitarian. This meeting was a comprehensive discussion about the global oil crisis, focusing

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Paul Sankey April 22, 2026 10:13 AM
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