Uzi on Strategy Session, Jensen in de Nile

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 …

AI Chips: Taiwan, LNG, Helium, Qatar, and Hormuz

By Paul Sankey Published on March 7, 2026 at 3:44 PM

We covered Qatar in a note & conference call in this first week of Gulf War III. Who controls the Strait of Hormuz? Iran within the China axis, with Russian support. As of today. Arguably the US needs boots on the ground to control the Iranian side of the Straits. On Friday the head of QatarGas and Qatar energy minister Saad Sherida Al-Kaabi went front page in the Financial Times to highlight the sustained outage …