By Paul Sankey
Published on May 3, 2026 at 4:02 PM
Greetings, Refiners are running at max capacity, and oil prices are finding a Hormuz blockage hierarchy. Excess profits are accruing to oil producers, US refiners, and shipping companies. Front page of USA Today, Daily Mail, nothing on Hormuz. I scrolled all the way down on the NY Post – not one story on Hormuz today. While the oil analysts get frantic, the NASDAQ hit a record high, and the President’s most important advisor, Mr Market, …
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By Paul Sankey
Published on March 20, 2026 at 12:38 PM
Recording of Uzi Yemin call yesterday, balanced stuff, interesting perspective direct from Tel Aviv to me in San Juan Puerto Rico. I am back in Brooklyn now, rest assured. https://analysthub.zoom.us/rec/share/XuZbmceTg9iY1K30JOrN2alXW2n1AudKlHa2tJrUwyHmTzQoox5vWBsyCN4ralQ.pXt8MVT6rZTyCI-M
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By Paul Sankey
Published on March 19, 2026 at 11:25 AM
12pm ET today, shortly, Uzi Yemin will join us live from Tel Aviv. Date/Time: Thursday, March 19th at 12PM ET Guest – Uzi Yemin, Chairman of Delek US,. We may get lucky and have Avigal Sorek, DK CEO join, but note that Delek is in its quiet period, so this will be a geopolitics and macro-only call. Registration – Click Here We have talked about Rheinmetall in the context of Russia-Ukraine since 2022. Here the iconic CEO has a dry, straight, series of grim comments …
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