By Paul Sankey
Published on April 9, 2026 at 1:18 PM
Greetings, Today, very shortly, 4pm Zoom Michelle Brouhard, Head of Policy & Geopolitical Risk at Kpler [global leading satellite/data intelligence focused on commodity markets]. A former oil trader and hedge fund player, Michelle is an expert in global oil balances, working for the premium oil flow intelligence player, Kpler. Register here: https://sankeyresearch.com/conference/sankey-strategy-session-michelle-brouhard-head-of-policy-geopolitical-risk-at-kpler-interest-form/ ~ 1. The problem: refinery capacity and ships, not crude supply My thoughts have been occupied with the global refining and oil product …
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By Paul Sankey
Published on April 8, 2026 at 1:08 PM
Greetings, Again, we have just the person for the job. Kpler. Michelle Brouhard on Happy Hour tomorrow. In this note we take a quick look at what will be horrible reported Q1 numbers from the major oils, driven by timing effects rather than underlying business performance, although both Shell and ExxonMobil who put out guidance today, have direct, major, costly damage in the Gulf from Iranian attacks on Qatar. Particularly, Shell CEO Wael Sawan described …
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By Paul Sankey
Published on April 2, 2026 at 9:34 AM
Strategy Session PREMIUM EVENT today NOON 12pm ET with ROBIN MILLS LIVE FROM DUBAI. *** Note earlier time to accommodate Dubai *** 12PM ET Noon. CEO of Qamar Energy, Robin Mills established the company 2015 to meet the need for regionally-based Middle East energy insight and project delivery. He has been described by Foreign Policy magazine as “one of the energy world’s great minds”. Multi-lingual, with a first class degree in geology from Cambridge University, he …
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