By Paul Sankey
Published on July 27, 2025 at 8:35 PM
Let me put my arm round your shoulder and talk to you about oil markets. Because we hit a notable moment in US oil history this year: In 2025, the US became a net oil exporter to Nigeria We have a couple of nice charts on the incredible shift in US oil trade dynamics since the 1970s. Petrodollar? It appears smaller on this screen. We also check in on Iraq, which is extremely important at …
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By Paul Sankey
Published on July 13, 2025 at 6:44 PM
Ola, You might remember my line over the past few years, my line that the biggest danger I face when I travel to Europe, with its land wars, economic and migrant crises etc, is getting hit by a flying champagne cork. Sure enough today’s incredible tennis final at Wimbledon was interrupted by a flying champagne cork landing on court. Congratulations to both players, incredible. A certain Permian Oil CEO and I shared messages of incredulity …
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By Paul Sankey
Published on June 24, 2025 at 10:05 AM
This evening, we meet in the Parlour Bar at the Intercontinental, Midtown Manhattan, I will be there 4:30pm meeting Devon and then hang out drinking heavily and telling ribald jokes. Please join. In fact I will be sipping non-alcoholic beer, listening politely. Hopefully to ribald jokes. Sully is in, and he adds value every time. We can talk industrials! Sully is not Brian Sullivan, who was scheduled to interview me again yesterday, but I pulled …
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