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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By Paul Sankey
Published on April 1, 2026 at 12:33 PM
Strategy Session PREMIUM EVENT tomorrow with ROBIN MILLS LIVE FROM DUBAI. 12PM ET *** Note earlier time to accommodate Dubai *** Robin has a huge “oooh, aaah” CV which I publish in full at the end of this note. Robin Mills is a Non-Resident Fellow at the Center on Global Energy Policy. In his full time capacity he is CEO of Qamar Energy, which he established in 2015 to meet the need for regionally based …
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