By Paul Sankey
Published on September 26, 2025 at 1:57 PM
Last night we had an excellent discussion with Jon Rigby, which is a great listen for those interested in management theory, and of course ENI. “Oil companies depend on two things: people, and process”. The conversation proper starts at 7.30 mins. https://analysthub.zoom.us/rec/share/YFyVyUv29bwcWQHoDVKn4s2sj1kLuXBoObt-pPONJywX9yNKls35NYsWVnXkrKpp.L-BT9tO6WjFVaGH-?startTime=1758815678000 Sorry, I was remiss in not distributing last week: Tara Billingsley last week was described as “illuminating” by a US biofuels expert. One key point she made, while accepting that the EPA has …
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By Paul Sankey
Published on September 14, 2025 at 7:35 PM
Refining margins are doing well as we enter the bearish period for oil prices, with Russian refining and sanctions impact visible in Middle East oil prices vs Atlantic Basin (Brent-Dubai spread) and tanker rates (soaring). Phone a friend… I asked shipping guru (former Morgan Stanley #1 ranked tanker and oilfield service analyst) Ole Slorer why tanker rates are soaring? “OPEC” he replied, keeping it simple. More barrels getting sucked into Asia, particularly, it would seem, …
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By Paul Sankey
Published on September 12, 2025 at 4:33 PM
Dear Premium client: Global gas royalty right here! This is a good tight hour on the latest view that boils off to chronic upcoming LNG over-supply. Great stuff from speaker Ira Joseph, with questions and comments from Jay Saunders (Jennison natural resources PM) and Gordon Shearer (Poten Partners global LNG consultant). I wholeheartedly recommend this hour long run through global gas, with sophisticated questions and comments. And mercifully few interuptions from moi. Thanks to all. …
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