By Paul Sankey
Published on June 28, 2026 at 5:59 PM
Goodness me, In the dust storm of Middle East War, today’s news of an anti-corruption purge in Iraq is the latest volatility, never mind the ships being attacked. But I didn’t get too far with that, given like everything else down there, nobody really knows what is happening. I reluctantly checked into X.com and read that the Iraqi Prime Minister had staged a Coup d’Etat. And put down my phone. Absurd. Corruption crack down may …
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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 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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