By Paul Sankey
Published on June 23, 2026 at 12:39 PM
Hola, It was a relief to start the week as we hoped, with some non-Hormuz corporate newsflow, and in this note we talk about the Chevron vs Microsoft Permian mega-data center announcement. Relief, because my Sunday note on the geopolitics of the nation players in the Hormuz talks was exhausting to write, and sure enough the weekend talks yielded a framework for more talks, or something. Talks about talks for talks. The point of the …
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By Paul Sankey
Published on April 29, 2026 at 8:56 AM
Strategy Session this week Thursday 4pm · Guest – Ed Morse, Hartree Partners April 30th at 4pm ET Registration – Click Here Ed was teaching International Relations at Princeton for the 1973 Oil Crisis. ‘Nuff said. ~ This week so far: Not TACO but NACHO – “Not A Chance Hormuz Opens”. Oil inventories globally are plummeting, first a sea, now on land. DOE data today at 10:30am today will surely confirm the big draws seen …
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By Paul Sankey
Published on March 26, 2026 at 11:33 AM
Day 2 & 3, CERAWeek, a key organizer told me that there are 12,000 attendees, 900 companies, and at peak, 19 simultaneous presentations. That leaves me around 1.5 minutes at each presentation if I run between the four floors and two venues. Today for Strategy Session, 45 minutes live from CERAWeek, 3pm CT, 4pm ET, after I have to run to meeting with Greg Goff. I have invited our favourites Gordon Shearer (LNG), Kathleen Kelley …
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