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, …

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Happy Hour starting soon 8:15am Julie Goh from Singapore on Refining

By Paul Sankey Published on April 22, 2026 at 7:14 AM

Starting NOW – Happy Hour today WEDS is at 8:15am ET. June Goh of Sparta Commodities is the Singapore refining expert causing an internet/Twitter oil Hormuz sensation with coherent and technically accurate Tweets on the subject. From a Singapore oil trading perspective. Bonus: she has 15+ years’ experience at Shell downstream, in all the refining business lines that are key right now. *** Register Here *** Guest – June Goh, Sparta Commodities – Wednesday, April …

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Morning POCUS

By Paul Sankey Published on April 21, 2026 at 8:36 AM

HEADS UP – Happy Hour TOMORROW WEDS is at 8:15am. Totally alternate time for our weekly Zoom, (it’s five o’clock somewhere). You guys will all be at your desks for over an hour by then. We are accommodating Singapore-based June Goh, she is very busy and 12 hours ahead. June Goh of Sparta Commodities is the Singapore refining expert causing an internet/Twitter oil Hormuz sensation with coherent and technically accurate Tweets on the subject. From …

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