By Paul Sankey
Published on October 11, 2026 at 6:47 PM
Truly loyal readers will remember that the “Sunday Sankey” started as a weekly presentation file. Along the way it became an email. The good news is, after my speaker slot at the “Masters of the Universe” group dinner last Wednesday, there has been some demand for a marketing visit from clients, and you are welcome to request one, please do. I miss the company! So I needed to refresh my slide deck, and this was …
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By Paul Sankey
Published on October 3, 2026 at 3:40 PM
Happy Hour is a premium product but I am making this a general distribution to support my mate “Crude Chronicles”. It is a video, because he talks about slides and charts, and if you know anything about making a great chart, you will know that this is the task of heroes. I was extremely touched that Rob credited me with encouraging him to start his business. I was a bit blase in the moment but …
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By Paul Sankey
Published on September 24, 2026 at 8:26 AM
Your correspondent – me – was cursing blue murder yesterday as rumours broke of a White House ban on diesel exports. I was just getting my note, on valuation of refiners based on replacement value, to completion, and, well, it rang one of those bell-gong lines that live in my head, that I shared with you last week. Major oil investor comment: “Diesel export ban? If there is a real shortage it’s inevitable”. Real shortage? …
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