By Paul Sankey
Published on September 13, 2026 at 6:21 PM
Greetings, Well we have quite the week-end headline from Saudi Arabia, with the officially-announced shut down of the East-West 4mb/d pipeline. Source: Reuters Meanwhile, indirectly adding to the pressure on Saudi Arabia, Iran meets UAE publicly. Keep in mind that my view had been the IRGC would never attack Dubai, because that is where their Ferraris are. The fact of direct attacks on Dubai by Iran was a massive red flag for the scale of …
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By Paul Sankey
Published on August 31, 2025 at 5:26 PM
Greetings: Barcap Energy Conference to start the year! Join the “NYC Energy Mafia” (we are truly very far from a Mafia but it sounds Crooklyn) for Drinks this Tuesday Sept 2nd 5pm Midtown right by the Sheraton. We have gathered a good crowd. RSVP if you want the address. I managed to blast the invite to ALL the Bloomberg Anonymous chat rooms (7 different chat rooms) on Thursday, and not to a single actual Bloomberg …
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By Paul Sankey
Published on March 17, 2024 at 4:32 PM
Greetings, Happy St Patrick’s Day to all, not least my wife Patricia and her mom, Patricia, both “Paty”. A thought today for my Irish grandmother, Ivy. From Cork. This past week: ExxonMobil slipped out the old Friday-night-after-the-close press release on yet more Guyana exploration success Profrac announced a market share war in US pressure pumping that we thought so significant, we started a major oil price & market thematic. Stay tuned on ACDC (the ticker …
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