By Paul Sankey
Published on March 29, 2026 at 8:19 PM
Greetings, The situation in Gulf War III is actually normalizing. The problem however, is that the “new normal” is total Iranian control of both the Strait of Hormuz, and likely the Bab El Mandeb. There is increasing recognition that with Netanyahu strengthened in Israeli domestic politics by Gulf War III (war approval is ~85%), and President Trump weakened — facing a 59% overall disapproval rating and 64% disapproval on his handling of the conflict—the main …
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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 March 20, 2026 at 12:38 PM
Recording of Uzi Yemin call yesterday, balanced stuff, interesting perspective direct from Tel Aviv to me in San Juan Puerto Rico. I am back in Brooklyn now, rest assured. https://analysthub.zoom.us/rec/share/XuZbmceTg9iY1K30JOrN2alXW2n1AudKlHa2tJrUwyHmTzQoox5vWBsyCN4ralQ.pXt8MVT6rZTyCI-M
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