Gopher Holes, Farmers, Lobbies, Mid-terms and Diesel Tank Bottoms

By Paul Sankey Published on September 7, 2026 at 2:37 PM

Strap in everyone, we are entering the time of year, post-Labor Day, when time flies. Before you know it, it will be January. NFL: my Giants snouts are calling for a 0.500 season. Ufff. Yankees are in the playoffs, the Mets have been a total, complete, disaster. Highest payroll, worst results. ~ Tomorrow, Tuesday at the big annual energy conference that starts our year, on the marathon from Labor Day to Memorial Day, we have …

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Happy Hour Pre-Briefing – Biofuels with Brett Gibbs starting now 4pm ET

By Paul Sankey Published on May 28, 2026 at 3:37 PM

This week – starting shortly – we host Brett Gibbs of Bloomberg Intelligence, a US biofuels analyst. You either know this subject stone cold, like Brett, with constant attention to the shifting quick sands, or you have to live like me, constantly reminding yourself what is going on, desperate to forget. Time for an update, because RINs prices are on a runner. Brett Gibbs – BBG intelligence – Moderator, Renewable Fuels Forum chat roomThursday, May …

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The Bottom is RIN, A Poison Pen Letter

By Paul Sankey Published on April 30, 2025 at 9:24 AM

Happy Hour this week, the authors of this note, Greg Bordelon & Paul Sankey, will discuss ethane, RINs, the model portfolio and last week in Calgary and California, in an open mic session. Date/Time – Thursday, May 1st ,4PM ET Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here ~ What happens to local markets if you embargo imports? Keeping up our mini-theme of exploring the more arcane aspects of US oil, having covered a “Love Letter …

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