Quote of the day: In a war of ego, the loser always wins

Energy Transition
Paul Sankey

Watching the Frog Boil without Blinking

Just back from lovely Morelia, Mexico, and to my great pleasure, it’s truly beautiful back here in Brooklyn Heights this weekend. Arcadian. The President of the UN General Assembly, and former German Foreign Minister, Annalena Baerbock, no less, has invited me to speak this week, as a panelist at an interactive dialogue of the General Assembly. That is all 193 member states – on commodity markets this Thursday at UN Headquarters in New York. So

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Thematic: China-US in the Age of Hormuz

Please find attached our mid-Trump-Xi note, that attempts to cover the arc of the China energy challenge in the Age of Hormuz, mid-summit. History in the making. Hope you enjoy reading it as much as I enjoyed writing it. Paul Morelia, Michoacán, Mexico, 5/14/26

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Energy Transition
Paul Sankey

Paul Tice – Happy Hour/Strategy Session 4pm ET Today

Back after our earnings one week break! I have been working on China. Stay tuned. Delighted to say that Paul Tice has agreed to join, this has been planned a while. Happy Hour today 4pm ET. Zoom. Paul Tice spent 40 years working on Wall Street at some of the industry’s most recognizable firms, including J.P. Morgan, Lehman Brothers, Deutsche Bank/Bankers Trust and BlackRock. For most of his career, he specialized in the energy sector—both

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