By Paul Sankey
Published on October 3, 2026 at 3:40 PM
Happy Hour is a premium product but I am making this a general distribution to support my mate “Crude Chronicles”. It is a video, because he talks about slides and charts, and if you know anything about making a great chart, you will know that this is the task of heroes. I was extremely touched that Rob credited me with encouraging him to start his business. I was a bit blase in the moment but …
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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 20, 2026 at 9:16 PM
Good afternoon, It is wet here in New York, football season has started, October baseball playoffs loom, the air has chilled towards Fall. Any long-time New York professional dreads the week ahead. “UN Week”. Notwithstanding, this note is a preview and review, from a cynical personal perspective, on UN Week. There is little this week in the way of results. Cracker Barrel reporting will generate some nonsense. Speaking of blowing up a brand, I have …
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