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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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 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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