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Energy Transition
Paul Sankey

Strategy Session TODAY 12pm ET live from Tel Aviv, Uzi Yemin, Chairman Delek USA

***LIVE FROM TEL AVIV – UZI YEMIN, Chairman of refiner Delek USA ***. Today, ~3 hours time, 12pm, Weds 18th June 2025 Register here for this premium event: https://sankeyresearch.com/conference/sankey-strategy-session-uzi-yemin-interest-form-2/ Here is Uzi’s bio. He qualifies to speak on oil and global geopolitics, as the Chairman of an independent US refiner based in Israel. We have known each other since the IPO of Delek in 2006. https://en.wikipedia.org/wiki/Ezra_Uzi_Yemin~ We are going early, 12pm, today, time zone for

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Paul Sankey June 18, 2025 9:34 AM

Tomorrow Strategy Session: Uzi Yemin live from Tel Aviv (Chairman refiner Delek USA)

*** Tomorrow: LIVE FROM TEL AVIV – UZI YEMIN, Chairman of refiner Delek USA *** Weds 18th June 12pm – click this link to register for this PREMIUM EVENT https://sankeyresearch.com/conference/sankey-strategy-session-uzi-yemin-interest-form-2/ ~ Save the date, ROOFTOP DRINKS RSVP for this Monday 22nd June 5pm Sankey Research Midtown rooftop drinks with executives and clients in town for next week’s major JP Morgan global energy conference. PLEASE RSVP to me or Sully lol, he is joining. If you

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Paul Sankey June 17, 2025 5:40 PM
Energy Transition
Greg Bordelon

Model Portfolio Update: 6/15/25

For the week ended 6/13/25, the model portfolio was down 14bps on gross market value (GMV).  Year to date, the book is up +5.91% on GMV. Source: Bloomberg, Sankey Research Regards, Greg Bordelon

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Greg Bordelon June 15, 2025 7:00 PM