By Paul Sankey
Published on October 5, 2026 at 8:10 AM
Welcome to October 2026 covering oil – (or we say global “Energy and Energy-adjacent”). Because of course, right now it is not just about oil. AI, power. Natgas. We are sucked into industrials and defense. “In the last 72 hours, 4 tankers were hit out of 125 that passed. 3 of the 4 completed the transit, as damage was minimal” Are they firing blind? “100%. We took out 200+ small boats, 80+ radars and early …
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By Paul Sankey
Published on October 5, 2026 at 8:10 AM
Welcome to October 2026 covering oil – (or we say global “Energy and Energy-adjacent”). Because of course, right now it is not just about oil. AI, power. Natgas. We are sucked into industrials and defense. “In the last 72 hours, 4 tankers were hit out of 125 that passed. 3 of the 4 completed the transit, as damage was minimal” Are they firing blind? “100%. We took out 200+ small boats, 80+ radars and early …
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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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