By Paul Sankey
Published on June 3, 2026 at 6:42 PM
Yet again, we find the Hormuz situation has actually deteriorated. CNBC today interviewed Israeli PM Netanyahu. He remains hard line, talking Iranian regime collapse. Bond vigilantes are marauding today, 30 year going through 5% again. Equity market doesn’t like it. And when they write the history of the AI bubble 2022-2027, the issuance by Google of $80bn of stock in early June 2026 will be one red line that was crossed. We have said Argentina …
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By Paul Sankey
Published on May 27, 2026 at 3:15 PM
Onwards BP! First, a push into biofuels tomorrow on Happy Hour at 4pm ET, Thursday, Zoom. Stone cold US biofuel expert: Brett Gibbs – BBG intelligence – Moderator, Renewable Fuels Forum chat room Thursday, May 28th @ 4PM ET Submit interest: Click Here We shall write more, as D4 and D6 Renewable Identification numbers are hitting $2/gallon, adding around 20c to a gallon of US gasoline at the pump (10.5% ethanol blending requirement). The entire …
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By Paul Sankey
Published on April 29, 2026 at 8:56 AM
Strategy Session this week Thursday 4pm · Guest – Ed Morse, Hartree Partners April 30th at 4pm ET Registration – Click Here Ed was teaching International Relations at Princeton for the 1973 Oil Crisis. ‘Nuff said. ~ This week so far: Not TACO but NACHO – “Not A Chance Hormuz Opens”. Oil inventories globally are plummeting, first a sea, now on land. DOE data today at 10:30am today will surely confirm the big draws seen …
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