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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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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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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