US Biofuels: Roll Me Over in the Clover

By Paul Sankey Published on June 21, 2025 at 12:54 PM

With the world watching the Straits of Hormuz, perhaps less on EU natgas prices squeezing on Israeli natgas and refining outages, little attention has been paid to major moves in US biofuel markets over the past couple of weeks. We got ya. This has just about nothing to do with global geopolitics, and everything to do with US domestic politics. We now have an increase in regulation from The Trump Administration, and yet more government …

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Tomorrow Strategy Session: Uzi Yemin live from Tel Aviv (Chairman refiner Delek USA)

By Paul Sankey Published on June 17, 2025 at 5:40 PM

*** Tomorrow: LIVE FROM TEL AVIV – UZI YEMIN, Chairman of refiner Delek USA *** Weds 18th June 12pm – click this link to register for this PREMIUM EVENT https://sankeyresearch.com/conference/sankey-strategy-session-uzi-yemin-interest-form-2/ ~ Save the date, ROOFTOP DRINKS RSVP for this Monday 22nd June 5pm Sankey Research Midtown rooftop drinks with executives and clients in town for next week’s major JP Morgan global energy conference. PLEASE RSVP to me or Sully lol, he is joining. If you …

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Sunday End Games, 1979, and Ginger Tea

By Paul Sankey Published on June 15, 2025 at 4:27 PM

Happy Father’s Day! Having lunch with the three kids this afternoon at 5pm. Specific “Mother’s” and “Father’s Day” as such are American inventions, in West Virginia 1907 for Mother’s Day, and 1909 for Father’s Day as a complement, to be fair to Fathers. Should really be Mom’s Day and Dad’s Day. Mother’s Day in the UK has its origins in the 16th-century custom of ‘Mothering Sunday’, which fell on the fourth Sunday of Lent. So …

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