By Paul Sankey
Published on September 21, 2025 at 5:46 PM
The world seeming began to turn with a couple of comments I was making last week “Why is China storing so much oil?” that was originally included in last week’s note on global LNG over-supply, but was then saved for this week. Sure enough, Javier Blas went after the question directly in a column on Wednesday: “Why is China Stockpiling So Much Surplus Oil?” Adding to the Zeitgeist shift on oil – Peak Oil Supply …
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By Paul Sankey
Published on August 14, 2025 at 11:07 AM
This evening, Wall Street energy legend Peter McNally, will be the guest on Happy Hour. Former top hedge fund energy portfolio manager, Peter is now Global Head of Sector Analysts at Third Bridge. PREMIUM Guest – Peter McNally – Third Bridge Today, Thursday, August 14th at 4pm ET Registration – https://sankeyresearch.com/conference/sankey-strategy-session-peter-mcnally-third-bridge-interest-form/ Next week if you are on the West Coast I am at Enercom in Denver and then San Francisco and Los Angeles with Chevron, …
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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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