By Paul Sankey
Published on June 23, 2026 at 12:39 PM
Hola, It was a relief to start the week as we hoped, with some non-Hormuz corporate newsflow, and in this note we talk about the Chevron vs Microsoft Permian mega-data center announcement. Relief, because my Sunday note on the geopolitics of the nation players in the Hormuz talks was exhausting to write, and sure enough the weekend talks yielded a framework for more talks, or something. Talks about talks for talks. The point of the …
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By Paul Sankey
Published on June 11, 2026 at 1:01 PM
Happy Hour today with Neil McMahon is POSTPONED until 24 June, so, just a couple of weeks. And he will have been in the Middle East in the interim, so that works. Kimmeridge (for he is founding partner) has declared Final Investment Decision (FID) on Commonwealth — a 9.5 Mtpa (~1.25 bcf/d), $13bn Louisiana LNG export project with 2030 start-up — in partnership with Abu Dhabi’s Mubadala Energy and CPP Investments (24.1% and 31% of …
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By Paul Sankey
Published on May 27, 2026 at 3:15 PM
Onwards BP! First, a push into biofuels tomorrow on Happy Hour at 4pm ET, Thursday, Zoom. Stone cold US biofuel expert: Brett Gibbs – BBG intelligence – Moderator, Renewable Fuels Forum chat room Thursday, May 28th @ 4PM ET Submit interest: Click Here We shall write more, as D4 and D6 Renewable Identification numbers are hitting $2/gallon, adding around 20c to a gallon of US gasoline at the pump (10.5% ethanol blending requirement). The entire …
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