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

Happy Hour Matt Polyak, to catch a Hummingbird

Greetings from the United Nations building, Manhattan. Evocative, highly, for me to be here, given my late father worked as a British diplomat at the UN here in the 1950s. Today Happy Hour, always difficult to find a Portfolio Manager who is happy to talk, even less to find a genuine old-school long-short energy PM, but today we have: Matt Polyak, a long/short energy equity Portfolio Manager (Hummingbird Capital, love) to talk his book. Source:

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Paul Sankey May 21, 2026 10:06 AM
Energy Transition
Paul Sankey

Whataburger? Weekly DOE Data: Draw! Bullish!

NEW YORK, May 20 (Reuters) – The United States withdrew 17.8 million ​barrels of crude oil from its ‌inventories, the highest on record, the Energy Information Administration said on Wednesday, as the Iran war has ​cut global supplies and raised demand ​for U.S. crude and products. In a week. Oil analysts nod and say “we are heading for operational minimum inventory levels, fast.” ~ When will I retire? We have booked Paul Cheng, recently retired

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Paul Sankey May 20, 2026 6:00 PM
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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Paul Sankey May 17, 2026 9:53 PM
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