By Paul Sankey
Published on June 24, 2025 at 10:05 AM
This evening, we meet in the Parlour Bar at the Intercontinental, Midtown Manhattan, I will be there 4:30pm meeting Devon and then hang out drinking heavily and telling ribald jokes. Please join. In fact I will be sipping non-alcoholic beer, listening politely. Hopefully to ribald jokes. Sully is in, and he adds value every time. We can talk industrials! Sully is not Brian Sullivan, who was scheduled to interview me again yesterday, but I pulled …
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By Paul Sankey
Published on June 22, 2025 at 7:24 PM
Greetings, So, welcome to “Day 2”. The Iranian Parliament has just voted to close the Straits of Hormuz, which would most threaten the finances of… Iran. Vice President JD Vance has already described it as economic suicide to do so, without reference to what Israeli/US bombing has done to the Iranian economy already. Whoever takes over Iran will desperately need to export oil. The Trump Administration will do everything they can to help them, backed …
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By Paul Sankey
Published on June 17, 2025 at 5:40 PM
*** Tomorrow: LIVE FROM TEL AVIV – UZI YEMIN, Chairman of refiner Delek USA *** Weds 18th June 12pm – click this link to register for this PREMIUM EVENT https://sankeyresearch.com/conference/sankey-strategy-session-uzi-yemin-interest-form-2/ ~ Save the date, ROOFTOP DRINKS RSVP for this Monday 22nd June 5pm Sankey Research Midtown rooftop drinks with executives and clients in town for next week’s major JP Morgan global energy conference. PLEASE RSVP to me or Sully lol, he is joining. If you …
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