By Paul Sankey
Published on July 5, 2026 at 3:19 PM
Brief today, no homework, between hosting a July 4th Barbeque last night, watching the fireworks from the Promenade – they really lit it up big time, incredible – and the tall ships. I wondered if we would get drones, but they went with the big artillery. At one point the Brooklyn Bridge was a cascading flow of white fire into the water below. The bonus of the tall ship show yesterday morning offset the catastrophe. …
Read More
By Paul Sankey
Published on June 14, 2026 at 4:26 PM
As I write this, we are rushing to get ahead of the 3:30 p.m. ET press conference planned for President Trump today regarding the seemingly endless “Deal Very Soon” situation with Iran. Let’s repeat our quote from the 2000s Iran nuclear EU “It’s like playing chess with a monkey. You get them to checkmate, and then they swallow the king.” Watching the U.S.–Iran dynamic right now feels exactly like watching a Knicks game: we constantly …
Read More
By Paul Sankey
Published on June 11, 2026 at 1:01 PM
Happy Hour today with Neil McMahon is POSTPONED until 24 June, so, just a couple of weeks. And he will have been in the Middle East in the interim, so that works. Kimmeridge (for he is founding partner) has declared Final Investment Decision (FID) on Commonwealth — a 9.5 Mtpa (~1.25 bcf/d), $13bn Louisiana LNG export project with 2030 start-up — in partnership with Abu Dhabi’s Mubadala Energy and CPP Investments (24.1% and 31% of …
Read More
