Sunday Mencho, Mensch, and Mojtaba

By Paul Sankey Published on March 1, 2026 at 1:36 PM

Short note today, I’m sick. Under the weather. It has been a crazy week to say the least, starting last Sunday with the assassination of Mexican Cartel boss El Mencho, directly inconvenienced and certainly struck fear into several members of my wife’s family (Puerto Vallarta airport attacked etc, although the footage of the burning plane was fake). Reeling from El Mencho last Sunday, we then got two feet of snow in 12 hours that served …

OPEC Communique Face Value: “We are heading for $50/bbl by end 2025”

By Paul Sankey Published on June 5, 2024 at 10:25 AM

Very hopeful next week on Happy Hour to have Rob West, who has been absolutely crushing the energy-to-AI theme at his independent research firm Thunder Said Energy. Subject to final confirmation. This week – tomorrow, Thursday June 7th, Jan Stuart is Happy Hour guest, oil market guru. As we digest OPEC+ latest meeting and the lurch lower in oil prices, subsequent to the meeting outlining the plan for returning OPEC+ cuts to the market over …