By Paul Sankey
Published on April 17, 2026 at 7:32 AM
Morning, I did a horrible job of publicising yesterday’s call with Ed Finley-Richardson who is terrific on global shipping. Really commercial, he trades his own book from the South of France. One invite went out Wednesday, but in a horrendous rush yesterday my note on TSMC was meant to include an invitation but actually went out at 11:56am for a 12pm call and did not include the invite. “Somebody is going to get fired, and …
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By Paul Sankey
Published on April 15, 2026 at 3:07 PM
Tomorrow at *** 12pm ET *** Ed Finley-Richardson – Shipping Guru Date/Time – Thursday, April 16th at 12pm ET Registration – Click Here Tomorrow we have Ed. I heard him on the Jack Farley podcast, (which I have also done as a guest), a couple of weeks ago. Obviously with the dynamism here in shipping he is a great guest. Flotillas of tankers heading for the US Gulf Coast. https://edfin.substack.com Source: Linkedin ~ While we are talking multi-media, …
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By Paul Sankey
Published on April 9, 2026 at 1:18 PM
Greetings, Today, very shortly, 4pm Zoom Michelle Brouhard, Head of Policy & Geopolitical Risk at Kpler [global leading satellite/data intelligence focused on commodity markets]. A former oil trader and hedge fund player, Michelle is an expert in global oil balances, working for the premium oil flow intelligence player, Kpler. Register here: https://sankeyresearch.com/conference/sankey-strategy-session-michelle-brouhard-head-of-policy-geopolitical-risk-at-kpler-interest-form/ ~ 1. The problem: refinery capacity and ships, not crude supply My thoughts have been occupied with the global refining and oil product …
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