By Paul Sankey
Published on October 31, 2026 at 9:13 AM
Paul: How does life in Iran relate to the regime under this pressure? Robin: There were huge protests in January, put down very brutally, with thousands killed. Some of the higher numbers are nonsense, but clearly many thousands were killed and many others detained. That happened before the war. From the regime’s point of view it was almost the best thing that could have happened: they killed or imprisoned a lot of potential troublemakers just …
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By Paul Sankey
Published on October 1, 2026 at 1:11 PM
TODAY on Happy Hour, fantastic long term analyst Rob Connors, aka Crude Chronicles, we highly recommend his research product through Substack. Register here for the Zoom at 4pm today ET. https://sankeyresearch.com/conference/sankey-strategy-session-robert-connors-interest-form/ Source: The Crude Chronicles You can sign up for Rob (https://thecrudechronicles.substack.com/) after you hear him on the call, a former sellside analyst, he has a passion for literally going to the library and grinding through deep financial and particularly commodity history. As you will …
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By Paul Sankey
Published on September 19, 2026 at 10:29 AM
Love chatting to Tom, who really knows his racks. We started with my question: can you name the “Seven Sisters”? The 1970s nickname for the World’s Seven Biggest oil companies? It is like naming the Seven Dwarfs: getting the last one is tough. Source: Zoom, Sankey Research Replay is here, Tom Kloza vs Paul Sankey 60 mins, conversation starts at 4mins: https://analysthub.zoom.us/rec/share/rQEc1XCaXZ6xjlwR-4AMSM5oF0dvlB1I3OmDpNRY5t7HuqoMhfr1LA7eb5c8NX6I.mZ9MB8GNfYOV1EM0?startTime=1789674756000 Key Points Outlook in one line. Taking the other side of Goldman’s recent …
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