By Paul Sankey
Published on July 19, 2026 at 2:39 PM
As a battle-scarred veteran of being a US Travel Soccer Dad, it is no new experience for me to travel for days to a big match and come back defeated and furious with the coach. Briefly to get it out of the way, a couple of things from the point of view of being present in Atlanta for the worst England capitulation since the fall of Singapore (February 1942, some 80,000 British Empire forces under …
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By Paul Sankey
Published on June 21, 2026 at 5:06 PM
Ola, que tal, With the massive distractions last week of SpaceX, just when you thought AI frenzy could get no greater – or surely top – a new Fed Chair Warsh, and of course the whole “MOU on Hormuz” situation, this week ahead will hopefully get the agenda back towards more specific energy stock stories with the big JP Morgan Energy Conference running over three days in New York, with tremendous interest in Devon’s CEO …
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By Paul Sankey
Published on May 10, 2026 at 2:01 PM
Greetings from Guadalajara, We attended family wedding. Quite the fiesta. I’ll give you a hint: this is the capital of Jalisco, the home of Tequila. ~ The past week was absolutely bewildering in global oil markets; the market seems to buy a peace narrative which we greatly struggle to believe in. As considered from the crisis start, we cannot see that the Iranian Revolutionary Guard will easily cede its sudden position of global super-power (especially …
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