By Paul Sankey
Published on September 24, 2026 at 8:26 AM
Your correspondent – me – was cursing blue murder yesterday as rumours broke of a White House ban on diesel exports. I was just getting my note, on valuation of refiners based on replacement value, to completion, and, well, it rang one of those bell-gong lines that live in my head, that I shared with you last week. Major oil investor comment: “Diesel export ban? If there is a real shortage it’s inevitable”. Real shortage? …
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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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