By Paul Sankey
Published on September 7, 2026 at 2:37 PM
Strap in everyone, we are entering the time of year, post-Labor Day, when time flies. Before you know it, it will be January. NFL: my Giants snouts are calling for a 0.500 season. Ufff. Yankees are in the playoffs, the Mets have been a total, complete, disaster. Highest payroll, worst results. ~ Tomorrow, Tuesday at the big annual energy conference that starts our year, on the marathon from Labor Day to Memorial Day, we have …
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By Paul Sankey
Published on September 3, 2026 at 11:46 AM
Today 4pm please join an all-star line up for Happy Hour Frank Kelly – Washington DC Kathleen Kelley – global macro expert Jan Stuart – global oil and gas market expert Gordon Shearer – global LNG expert For re-set view “latest on global oil and LNG” as we head into Barcap next week. · Date/Time – Thursday, September 3rd at 4pm ET · Registration – Click Here Note also we have drinks for a live …
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By Paul Sankey
Published on September 1, 2026 at 6:32 PM
White House Refiner Meeting Summary post-meeting feedback from “I am on a plane leaving DC” Excellent source: “There seems to be full appreciation that the unintended consequences of an export ban would be severe”. That’s all you need to know, the single biggest risk to the US Independent refiner and (+XOM, CVX refining segment) is mitigated. We would argue Shell/Euro refiners would benefit from a ban. Carry on. ~ Second biggest macro risk is demand …
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