By Paul Sankey
Published on August 30, 2026 at 9:39 PM
Guess who’s back, back again? Yes, we are back in Brooklyn. “Everybody” ie the media, is asking me about Venezuela and I will be on Bloomberg TV tomorrow morning to celebrate my return to The Big Apple. We will address that and all the other news into Labor Day, including hosting Happy Hour this week with Kathleen Kelley, Jan Stuart on global oil, Gordon Shearer on LNG, for a quick fire update session, 4pm Thursday, …
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By Paul Sankey
Published on August 4, 2026 at 12:09 PM
Reminder: we have Valero management live as this week’s Happy Hour. Thursday, August 6th @ 2:30PM ET – note unusual time. Guests: Randy Hawkins, VP International Crude Oil Supply & Trading, and Brian Donovan, VP IR; not sure on Homer Bhullar, CFO, but would not be shocked if he is on. Submit interest: sankeyresearch.com/conference/sankey-strategy-session-valero-interest-form Five questions for Valero: Q1a: Pre- vs post-Hormuz: what changed in your crude slate and product yields, with Russia escalation on …
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By Paul Sankey
Published on August 2, 2026 at 7:26 PM
Greetings, After sending you a UAE note yesterday that tried to start punchy with Hormuz volume charts, then later went back 2,500 years to to Cyrus the Great, Persian Empire I, today we have mostly charts. “You, me, and the UAE” was emailed to you yesterday intra-Saturday. It feels a momentous time in writhing markets, and it feels like the combination of the Japanese Yen, the new Fed Chair, and well, Korea’s Kopsi index, never …
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