By Paul Sankey
Published on October 10, 2026 at 1:29 PM
Pleased to say that next Thursday Happy Hour will be with Robert Clarke, Vice President, Upstream Research at Wood Mac, Lower 48/US/Global Unconventional E&P stone-cold expert. He comes with a strong view of things like Devon, Continental, ExxonMobil Permian, Chevron Bakken… ~ Here is my latest video, I really am doubting the YouTube videos but I have two 20-something lads who are keen to get the channel going, basically the son of a friend and …
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By Paul Sankey
Published on October 7, 2026 at 12:00 PM
With a lot of newsflow, Happy Hour will feature Chevron tomorrow, Thursday Oct. 8, at 4 ET, with locked-in guest Jeanine Wai, Director of IR. Maybe she can bring a bonus guest. My Masters of the Universe dinner with a major market maker is tonight in Midtown. I am back in Brooklyn after a great weekend wedding in Michoacán, Mexico, the world’s avocado capital. DOE – Refining Right at top of Range for time of …
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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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