By Paul Sankey
Published on August 30, 2026 at 9:39 PM
Guess who’s back, back again? Yes, we are back in Brooklyn. “Everybody” ie the media, is asking me about Venezuela and I will be on Bloomberg TV tomorrow morning to celebrate my return to The Big Apple. We will address that and all the other news into Labor Day, including hosting Happy Hour this week with Kathleen Kelley, Jan Stuart on global oil, Gordon Shearer on LNG, for a quick fire update session, 4pm Thursday, …
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By Paul Sankey
Published on August 13, 2026 at 8:14 AM
With the confusion around Hormuz, and the reversal in the surge of oil deliveries in June, I arranged a last minute Zoom with June Goh who, as ever, is highly informed on market action in Asia, and globally for that matter. Sorry, it went off at 5am this morning Eastern Time, with June in Singapore at 5pm and me in London at 10am, needs must. The short burst of Hormuz volumes was clearly a head …
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By Paul Sankey
Published on August 6, 2026 at 1:23 PM
I read a Tweet the other day that has been playing in my head: “What if the bubble is only just forming?” That got stuck in my head as we hit all time highs on the S&P5000 – before a Hormuz deal. No question, liquidity is sloshing, with the Treasury Secretary selling Euros to buy Yen… to keep the carry trade alive. Inflating markets. On ConocoPhillips there are other inner monologues in this note that …
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