Morning… Is to Lose It.

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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Morning The Quickest Way to End a War is to…

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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Sunday If it Wasn’t for Bad Luck…

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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