By Paul Sankey
Published on April 1, 2026 at 12:33 PM
Strategy Session PREMIUM EVENT tomorrow with ROBIN MILLS LIVE FROM DUBAI. 12PM ET *** Note earlier time to accommodate Dubai *** Robin has a huge “oooh, aaah” CV which I publish in full at the end of this note. Robin Mills is a Non-Resident Fellow at the Center on Global Energy Policy. In his full time capacity he is CEO of Qamar Energy, which he established in 2015 to meet the need for regionally based …
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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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