By Paul Sankey
Published on April 26, 2026 at 8:36 PM
This week, delighted to say we will host Ed Morse, the most tenured oil analyst on Wall St, a legend, to Happy Hour at our regular 4pm ET time slot, Thursday (30th April – time flies). I appeared on CNBC with Ed live from the NYSE in March 2020, and listened to answers very, very carefully. I walked away and tripled all my demand destruction forecasts, worked out the combination of Saudi at record production …
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By Paul Sankey
Published on April 22, 2026 at 7:14 AM
Starting NOW – Happy Hour today WEDS is at 8:15am ET. June Goh of Sparta Commodities is the Singapore refining expert causing an internet/Twitter oil Hormuz sensation with coherent and technically accurate Tweets on the subject. From a Singapore oil trading perspective. Bonus: she has 15+ years’ experience at Shell downstream, in all the refining business lines that are key right now. *** Register Here *** Guest – June Goh, Sparta Commodities – Wednesday, April …
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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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