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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By Paul Sankey
Published on January 27, 2026 at 9:29 AM
Sorry I was meaning to write this session with Rory up properly, but got distracted by PJM etc over the weekend, what with this brutal cold. The week ahead forecast for Brooklyn is sub-zero all the way. Beyond a week is anybody’s guess. Link to Rory replay below. We are opening this to all subscribers to promote Rory’s independent research effort. And encourage you to go Premium Subscriber to enjoy these calls live and replay …
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