By Paul Sankey
Published on May 31, 2026 at 7:05 PM
Amazing to watch May 2026 pass so fast, and Hormuz still all-but shut. Everybody points to June as the month in which things turn ugly in terms of tank bottoms, and price going exponentially higher seeking to destroy demand. But bottom line, prices are lower, and everyone is still merrily flying around. In this note we re-visit our JetFuel thesis – as we witness record flights, what’s the problem? We conclude that the key answer …
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By Paul Sankey
Published on April 2, 2026 at 9:34 AM
Strategy Session PREMIUM EVENT today NOON 12pm ET with ROBIN MILLS LIVE FROM DUBAI. *** Note earlier time to accommodate Dubai *** 12PM ET Noon. CEO of Qamar Energy, Robin Mills established the company 2015 to meet the need for regionally-based Middle East energy insight and project delivery. He has been described by Foreign Policy magazine as “one of the energy world’s great minds”. Multi-lingual, with a first class degree in geology from Cambridge University, he …
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By Paul Sankey
Published on April 1, 2026 at 12:33 PM
Strategy Session PREMIUM EVENT tomorrow with ROBIN MILLS LIVE FROM DUBAI. 12PM ET *** Note earlier time to accommodate Dubai *** Robin has a huge “oooh, aaah” CV which I publish in full at the end of this note. Robin Mills is a Non-Resident Fellow at the Center on Global Energy Policy. In his full time capacity he is CEO of Qamar Energy, which he established in 2015 to meet the need for regionally based …
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