By Paul Sankey
Published on August 13, 2026 at 8:14 AM
With the confusion around Hormuz, and the reversal in the surge of oil deliveries in June, I arranged a last minute Zoom with June Goh who, as ever, is highly informed on market action in Asia, and globally for that matter. Sorry, it went off at 5am this morning Eastern Time, with June in Singapore at 5pm and me in London at 10am, needs must. The short burst of Hormuz volumes was clearly a head …
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By Paul Sankey
Published on March 26, 2026 at 11:33 AM
Day 2 & 3, CERAWeek, a key organizer told me that there are 12,000 attendees, 900 companies, and at peak, 19 simultaneous presentations. That leaves me around 1.5 minutes at each presentation if I run between the four floors and two venues. Today for Strategy Session, 45 minutes live from CERAWeek, 3pm CT, 4pm ET, after I have to run to meeting with Greg Goff. I have invited our favourites Gordon Shearer (LNG), Kathleen Kelley …
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By Paul Sankey
Published on February 15, 2026 at 4:20 PM
Dear Client, It is not a joking matter, but it turns out that I am in the Epstein files. My friend’s (London-based) son in High School is doing a little intern work for me, on the weekly DOE data. He took the initiative, shall we say, to search the Epstein email dump for “Paul Sankey”. And there I am, mentioned in passing. In 2013, Epstein was invited as a client by Deutsche Bank wealth management …
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