By Paul Sankey
Published on April 29, 2026 at 8:56 AM
Strategy Session this week Thursday 4pm · Guest – Ed Morse, Hartree Partners April 30th at 4pm ET Registration – Click Here Ed was teaching International Relations at Princeton for the 1973 Oil Crisis. ‘Nuff said. ~ This week so far: Not TACO but NACHO – “Not A Chance Hormuz Opens”. Oil inventories globally are plummeting, first a sea, now on land. DOE data today at 10:30am today will surely confirm the big draws seen …
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By Paul Sankey
Published on October 10, 2025 at 10:14 AM
With oil wobbling down towards under $60/bbl WTI, we started our Happy Hour with Kaes Van’t Hof talking about a bearish bet that we had shared back when Donald Trump announced the Penguin Tariffs. Here is the recording, it is interesting that neither I, nor more importantly Kaes, can rationalise current commentary that has US oil production as rising quite strongly. It simply does not stack up with what he sees in the Permian, nor …
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By Paul Sankey
Published on June 26, 2025 at 1:30 PM
Starting in a couple of hours, 4pm ET, me vs Dan Dreyfus, hedge fund CIO, Bornite Capital. Join, he sees the world extremely clearly, which is helpful. Register here for this Premium Event. Hard to get credible money managers to talk about managing money. https://sankeyresearch.com/conference/sankey-strategy-session-daniel-dreyfus-bornite-capital-interest-form-2/ ~ Shell for BP, chatting to my legal snout in London, my thoughts that maybe Shell was being cute in its denial statement regarding a BP takeover “not considering”, “not …
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