Tomorrow Strategy Session: Uzi Yemin live from Tel Aviv (Chairman refiner Delek USA)

By Paul Sankey Published on June 17, 2025 at 5:40 PM

*** Tomorrow: LIVE FROM TEL AVIV – UZI YEMIN, Chairman of refiner Delek USA *** Weds 18th June 12pm – click this link to register for this PREMIUM EVENT https://sankeyresearch.com/conference/sankey-strategy-session-uzi-yemin-interest-form-2/ ~ Save the date, ROOFTOP DRINKS RSVP for this Monday 22nd June 5pm Sankey Research Midtown rooftop drinks with executives and clients in town for next week’s major JP Morgan global energy conference. PLEASE RSVP to me or Sully lol, he is joining. If you …

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Sunday End Games, 1979, and Ginger Tea

By Paul Sankey Published on June 15, 2025 at 4:27 PM

Happy Father’s Day! Having lunch with the three kids this afternoon at 5pm. Specific “Mother’s” and “Father’s Day” as such are American inventions, in West Virginia 1907 for Mother’s Day, and 1909 for Father’s Day as a complement, to be fair to Fathers. Should really be Mom’s Day and Dad’s Day. Mother’s Day in the UK has its origins in the 16th-century custom of ‘Mothering Sunday’, which fell on the fourth Sunday of Lent. So …

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Afternoon Vostok, Russia, and Muppets

By Paul Sankey Published on June 12, 2025 at 3:03 PM

Today, soon! Zoom Happy Hour: Russia expert Ron Smith Thursday, June 12h, 4PM ET. Ron has decades of in-Russia experience in finance and is now founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP). Registration Link – Click Here ~ In a recent note, I mentioned that I doubted Russian production capacity, and whether they really have 1mb/d of spare capacity, held back on OPEC+ cuts. Ron read the note and commented: “One subject to …

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