By Paul Sankey
Published on June 18, 2026 at 10:53 AM
Time to think about Russia? Today for Happy Hour we have Ron Smith, Russia expert, to consider what happens in the other front of World War III. Ronald P. Smith is the founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP) and a #1 ranked analyst by Institutional Investor and Extel. He has over 25 years’ of experience in equity capital markets and the Russian oil and gas sector. He began his career …
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By Paul Sankey
Published on June 11, 2026 at 1:01 PM
Happy Hour today with Neil McMahon is POSTPONED until 24 June, so, just a couple of weeks. And he will have been in the Middle East in the interim, so that works. Kimmeridge (for he is founding partner) has declared Final Investment Decision (FID) on Commonwealth — a 9.5 Mtpa (~1.25 bcf/d), $13bn Louisiana LNG export project with 2030 start-up — in partnership with Abu Dhabi’s Mubadala Energy and CPP Investments (24.1% and 31% of …
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By Paul Sankey
Published on June 7, 2026 at 6:37 PM
So there it is, 100 Days of Hormuz. Homework this week is easy, just a few words on Bunker Markets. Globally refiners are straining to meet max clean product needs (JetFuel, Distillate, Mogas), and it is marginal products that are heading towards physical shortages in June, such as US base oils (the Pennzoil for your AC Cobra, there are already shortages as we have covered), and Bunker fuel for ships, a marginal product dominated by …
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