By Paul Sankey
Published on May 27, 2026 at 3:15 PM
Onwards BP! First, a push into biofuels tomorrow on Happy Hour at 4pm ET, Thursday, Zoom. Stone cold US biofuel expert: Brett Gibbs – BBG intelligence – Moderator, Renewable Fuels Forum chat room Thursday, May 28th @ 4PM ET Submit interest: Click Here We shall write more, as D4 and D6 Renewable Identification numbers are hitting $2/gallon, adding around 20c to a gallon of US gasoline at the pump (10.5% ethanol blending requirement). The entire …
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By Paul Sankey
Published on May 26, 2026 at 8:57 AM
As I just said to a hedge fund “this better be really, really bad” in regards to the shock announcement that Albert Manifold has been unanimously fired by the board of BP. To us, this is a disaster in terms of the concept that Manifold was fully hands-on as Chairman, in BP HQ five days a week with “only one small side project”. The concept was that Manifold’s performance at CRH would be driven into …
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By Paul Sankey
Published on April 29, 2026 at 8:56 AM
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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