When Disaster Strikes: Neste, Vertex and “Renewable” Diesel

By Paul Sankey Published on May 15, 2024 at 4:42 PM

*** PREMIUM EVENT *** Tomorrow Happy Hour 4pm ED MORSE – the most tenured Wall Street (and DC) Oil guru, now Special Advisor to Hartree Partners, formerly Citi, CS, LCM, Lehman, Barclays, Hess, Phillips, President of Energy Intelligence, DOE under both Carter and Reagan, Princeton PhD, Johns Hopkins… the man is an oil legend. Register interest here: https://sankeyresearch.com/conference/sankey-strategy-session-ed-morse-interest-form/ Uncutting Ribbons, Restoring Emissions Renewable Diesel (RD) is a real-time disaster that provides a bitter cautionary tale …

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Context & Questions for Refining Conference Jan 3rd 2024

By Paul Sankey Published on December 30, 2023 at 3:45 PM

Excitement is mounting for our refining conference day next week 3rd January. We also have a former big time oil trader and a former CFO of one of our independent refiners joining dinner 2nd January with Ole Slorer. Still space available if you are in Miami by Tuesday, please join. This note has company specific questions for the Tuesday participants, six companies back-to-back. There is no limit to participants if you want to join the …

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Invitation: Miami 2nd/3rd Jan 2024 Refining Conference, Stan & Win

By Paul Sankey Published on December 27, 2023 at 3:28 PM

Good evening, Above, my grandfather Stan and grandmother Win at Aunt Chubb’s wedding, late 1920s. You passed the solstice – the days are getting longer! Lots of places you don’t really care that much, but believe me, in today’s filthy British winter weather, here dark and stormy London (but warm), with sheets of rain, the standard optimism is that days are now getting longer. And so to Miami soon (same latitude as Dubai). Please join …

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