By Paul Sankey
Published on March 13, 2026 at 11:25 AM
Link to Frank Kelly Happy Hour yesterday, quite a few client questions. The biggest question Frank was getting on the road marketing before the call? This is all related to Epstein, right? No plan, no military solution, no end in sight. Major focus as we highlighted yesterday on China Xi meeting Trump 31st March. Bessent was apparently meeting the Chinese in Europe yesterday. https://analysthub.zoom.us/rec/share/ns5qhv5Q6IdgDAGX6A0OAldpM6wAfbdNbhzbEKDOrYIOgCNoWfAatLeG-RHKqebq.vQuxUSl5WKR5iIWR
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By Paul Sankey
Published on March 8, 2026 at 7:56 PM
Well, that was quite a week. And there it is, oil through $100/bbl on the Tokyo open. It is blatantly clear that the Trump Administration had zero, nada, nothing, as contingency plan for Iran declaring the Strait of Hormuz shut to transit. Even now, their $20bn insurance knee jerk response has been completely ineffective. We are facing the largest overall oil & gas volume outage of my career, which started in 1990, Gulf War 1. …
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By Paul Sankey
Published on March 4, 2026 at 10:03 PM
LNG superpower Qatar finds itself having been bombed by both Israel AND Iran within the past year. Now a gigantic oil and gas outage, and notably the unprecedented shutdown of the world’s single largest LNG facility, which is a multi-month outage, will roil markets far more than is currently being discounted in relatively muted energy and equity market responses. The world is sold out of LNG supply, and this gas would represent around 2mb/d of …
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