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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By Paul Sankey
Published on March 18, 2026 at 5:20 PM
*** UZI LIVE FROM TEL AVIV *** Delighted to say – not withstanding the cataclysmic circumstances – that my old friend (since the IPO of Delek US in the 2000s) Uzi Yemin will join us tomorrow live from Tel Aviv. Note, 12PM ET for perhaps just 30mins. Shortly after October 7th 2023, Uzi gave us great insight, and was also hearing alarms for incoming Iranian missiles as he spoke. Subsequently I delayed my much-wished for …
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