Sunday Knife Fights, Gun Fights, and Missile Strikes

By Paul Sankey Published on October 6, 2024 at 2:36 PM

Good day, We dropped a weekly video “Global Oil Risk” from London Friday and shortly thereafter did a podcast for “Mr 30m Downloads” Jack Farley, returning a favour for him being a guest on Happy Hour this week, especially as we buried him with a Rosh Hashanah-diminished crowd (ie Thursday’s Happy Hour very quiet, mid-Rosh). Happy New Year to those that celebrate. L’shana tovah u’metukah!  ~ Those appearances have thrown me right into the maelstrom …

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“Everybody off the Bus. I want the Shiny People over here…”

By Paul Sankey Published on September 27, 2024 at 10:36 AM

Boy, was I happy after our Happy Hour last evening in terms of content. We had Rob Raymond lined up to talk about private equity in energy with a focus on data centers, when the first dial-in appeared and was a major long only natural resources portfolio manager – one of the biggest in the world – dialed in from an Uber in Houston on his way back from a field field trip to Guyana. …

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Sunday “Are we there yet? I want to buy refining…”

By Paul Sankey Published on September 8, 2024 at 2:34 PM

Greetings from Lake George, Upstate New York, where the oak leaves have begun to turn to Fall; driving yesterday was four hours to Boston to watch Harry play college soccer, then another four hours to upstate forests. We spent two hours charging the EV, it was highly inconvenient. That’s a lie, we drive gasoline, nobody takes epic drives in EVs. The extra half an hour was in truth grabbing the best pizza in the world, …

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