By Paul Sankey
Published on March 18, 2026 at 5:20 PM
*** UZI LIVE FROM TEL AVIV *** Delighted to say – not withstanding the cataclysmic circumstances – that my old friend (since the IPO of Delek US in the 2000s) Uzi Yemin will join us tomorrow live from Tel Aviv. Note, 12PM ET for perhaps just 30mins. Shortly after October 7th 2023, Uzi gave us great insight, and was also hearing alarms for incoming Iranian missiles as he spoke. Subsequently I delayed my much-wished for …
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By Paul Sankey
Published on March 7, 2026 at 3:44 PM
We covered Qatar in a note & conference call in this first week of Gulf War III. Who controls the Strait of Hormuz? Iran within the China axis, with Russian support. As of today. Arguably the US needs boots on the ground to control the Iranian side of the Straits. On Friday the head of QatarGas and Qatar energy minister Saad Sherida Al-Kaabi went front page in the Financial Times to highlight the sustained outage …
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By Paul Sankey
Published on March 4, 2026 at 10:03 PM
LNG superpower Qatar finds itself having been bombed by both Israel AND Iran within the past year. Now a gigantic oil and gas outage, and notably the unprecedented shutdown of the world’s single largest LNG facility, which is a multi-month outage, will roil markets far more than is currently being discounted in relatively muted energy and equity market responses. The world is sold out of LNG supply, and this gas would represent around 2mb/d of …
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