Happy Hour Pre-Briefing – Biofuels with Brett Gibbs starting now 4pm ET

By Paul Sankey Published on May 28, 2026 at 3:37 PM

This week – starting shortly – we host Brett Gibbs of Bloomberg Intelligence, a US biofuels analyst. You either know this subject stone cold, like Brett, with constant attention to the shifting quick sands, or you have to live like me, constantly reminding yourself what is going on, desperate to forget. Time for an update, because RINs prices are on a runner. Brett Gibbs – BBG intelligence – Moderator, Renewable Fuels Forum chat roomThursday, May …

Sunday Whistling Past

By Paul Sankey Published on May 3, 2026 at 4:02 PM

Greetings, Refiners are running at max capacity, and oil prices are finding a Hormuz blockage hierarchy. Excess profits are accruing to oil producers, US refiners, and shipping companies. Front page of USA Today, Daily Mail, nothing on Hormuz. I scrolled all the way down on the NY Post – not one story on Hormuz today. While the oil analysts get frantic, the NASDAQ hit a record high, and the President’s most important advisor, Mr Market, …

Recording: Uzi live from Tel Aviv Strategy Session

By Paul Sankey Published on March 20, 2026 at 12:38 PM

Recording of Uzi Yemin call yesterday, balanced stuff, interesting perspective direct from Tel Aviv to me in San Juan Puerto Rico. I am back in Brooklyn now, rest assured. https://analysthub.zoom.us/rec/share/XuZbmceTg9iY1K30JOrN2alXW2n1AudKlHa2tJrUwyHmTzQoox5vWBsyCN4ralQ.pXt8MVT6rZTyCI-M