Sunday Rich Friends and Relative Enemies

By Paul Sankey Published on February 1, 2026 at 7:29 PM

Brrr, It’s absolutely freezing here in New York city, the ruddy East River has only frozen (see above) and the streets are a bleached hellscape of black-iced pavements walled by dirty ice-snow piles topped with backed up garbage and passing dogs. Everything is frozen solid, the wind outside is howling, here in Brooklyn Heights above New York Harbor. Oof. Source: Weather.com, NOAA Back to natgas in a second, but as a historian, I would be …

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Morning India, Keep Your Friends Close…

By Paul Sankey Published on August 7, 2025 at 12:30 PM

There is an absolute fury of oil & gas news today. In this short note, two simple charts will hopefully broaden your perspective on India vs global oil markets. Great time to discuss oil markets on Happy Hour TODAY with Rory Johnson, Commodity Context, barrel counter par excellence 4pm TODAY ZOOM PLEASE JOIN: https://sankeyresearch.com/conference/sankey-strategy-session-rory-johnston-interest-form/ ~ Furious flurry of oil headlines this morning; on earnings, macro, you name it. Fed Chair. Everything. Noted management change at …

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Refining Conference Day II, then there were two: PBF & PSX CEOs

By Paul Sankey Published on January 8, 2025 at 6:18 PM

With genuine respect for Jimmy Carter, we nonetheless pressing ahead with our refining conference tomorrow, as we see it as time-sensitive to get in as close to the start of the year as possible. In case you missed it, tomorrow the Federal government and all the major US markets are closed. But the Sankey Research Refining Conference Day II continues unabated. We have oil to boil. Frees up time for you to join! The two …

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