By Paul Sankey
Published on September 5, 2026 at 9:12 PM
Hi, we had a great call with Frank Kelly, Kathleen Kelley, Jan Stuart, Gordon Shearer on Thursday evening. It was especially fun when Jan declared he totally disagreed with Kathleen. Cage match! Frank on Washington DC. Kathleen on surplus oil. Jan on oil tightness. Gordon on LNG tightness and upcoming shut down of Russian LNG to Europe, which adds major pressure to Russia and its collapsed export earnings. As a bonus because I am in …
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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 April 12, 2026 at 8:24 PM
Good day, Yesterday I found myself transported into a personal Gulf War moment. I was examining the extensive damage to my large air condenser unit, a major, brand new piece of infrastructure, just two years old. It had been hit directly from above by a 700lb incoming projectile. Direct hit to the top, wrecked. I had a flash the Qatar desert, considering engineers inspecting damage, must feel like this. The unit was obviously a write …
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