By Paul Sankey
Published on March 29, 2026 at 8:19 PM
Greetings, The situation in Gulf War III is actually normalizing. The problem however, is that the “new normal” is total Iranian control of both the Strait of Hormuz, and likely the Bab El Mandeb. There is increasing recognition that with Netanyahu strengthened in Israeli domestic politics by Gulf War III (war approval is ~85%), and President Trump weakened — facing a 59% overall disapproval rating and 64% disapproval on his handling of the conflict—the main …
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By Paul Sankey
Published on December 17, 2025 at 3:12 PM
<Las Vegas boxing announcer voice> Stadium lights go crazy… — “Laaaay-DEEZ and gntlmn! We have a SIX FOOT SIX staaarting guuuuard! … From the University of North Carolina at CHAPEL HILL! … …Nuuuuumber 23…” ~ Tomorrow 4pm my friend and CEO of Magnolia, Chris Stavros. Register here. https://sankeyresearch.com/conference/sankey-strategy-session-magnolia-ceo-chris-stavros-interest-form/ Also we now have a pretty full schedule for the Refining Conference 2026, and you can register for all calls, all with CEOs +, here. Great to …
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By Paul Sankey
Published on December 15, 2024 at 4:28 PM
*** Save the Date *** Sankey Research 12th annual January Refining Conference 2025 6th January (primary) & 9th January Virtual, details to follow. All major US independent refiners will be represented at C-level ~ Poof! Just another week in 2024, as drone swarms over NJ knocked the CEO assassin off the front pages. This is the last full market week of the year, and what a year. The latest “what the?” 2024 moments, are just …
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