By Paul Sankey
Published on July 13, 2025 at 6:44 PM
Ola, You might remember my line over the past few years, my line that the biggest danger I face when I travel to Europe, with its land wars, economic and migrant crises etc, is getting hit by a flying champagne cork. Sure enough today’s incredible tennis final at Wimbledon was interrupted by a flying champagne cork landing on court. Congratulations to both players, incredible. A certain Permian Oil CEO and I shared messages of incredulity …
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By Paul Sankey
Published on June 26, 2025 at 1:30 PM
Starting in a couple of hours, 4pm ET, me vs Dan Dreyfus, hedge fund CIO, Bornite Capital. Join, he sees the world extremely clearly, which is helpful. Register here for this Premium Event. Hard to get credible money managers to talk about managing money. https://sankeyresearch.com/conference/sankey-strategy-session-daniel-dreyfus-bornite-capital-interest-form-2/ ~ Shell for BP, chatting to my legal snout in London, my thoughts that maybe Shell was being cute in its denial statement regarding a BP takeover “not considering”, “not …
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By Paul Sankey
Published on June 22, 2025 at 7:24 PM
Greetings, So, welcome to “Day 2”. The Iranian Parliament has just voted to close the Straits of Hormuz, which would most threaten the finances of… Iran. Vice President JD Vance has already described it as economic suicide to do so, without reference to what Israeli/US bombing has done to the Iranian economy already. Whoever takes over Iran will desperately need to export oil. The Trump Administration will do everything they can to help them, backed …
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