Happy Hour Halff: Empty, Not Halff Full

By Paul Sankey Published on September 25, 2026 at 12:52 PM

We enjoyed the hour with Antoine Halff, I do love the French. We were both at the IEA, Paris me manque. Antoine is a Parisian. His IEA role had massively more distinction than mine, I was a humble entry level “B3” (associate, I think I rose to “B5”), he was in charge of the Oil Market Report (Monthly OMR), which is truly a hugely important global oil periodical. Although he describes the OMR as more …

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Whataburger? Weekly DOE Data: Draw! Bullish!

By Paul Sankey Published on May 20, 2026 at 6:00 PM

NEW YORK, May 20 (Reuters) – The United States withdrew 17.8 million ​barrels of crude oil from its ‌inventories, the highest on record, the Energy Information Administration said on Wednesday, as the Iran war has ​cut global supplies and raised demand ​for U.S. crude and products. In a week. Oil analysts nod and say “we are heading for operational minimum inventory levels, fast.” ~ When will I retire? We have booked Paul Cheng, recently retired …

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Sunday Looking for Kilos as Bells Toll

By Paul Sankey Published on February 15, 2026 at 4:20 PM

Dear Client, It is not a joking matter, but it turns out that I am in the Epstein files. My friend’s (London-based) son in High School is doing a little intern work for me, on the weekly DOE data. He took the initiative, shall we say, to search the Epstein email dump for “Paul Sankey”. And there I am, mentioned in passing. In 2013, Epstein was invited as a client by Deutsche Bank wealth management …

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