By Paul Sankey
Published on March 26, 2026 at 11:33 AM
Day 2 & 3, CERAWeek, a key organizer told me that there are 12,000 attendees, 900 companies, and at peak, 19 simultaneous presentations. That leaves me around 1.5 minutes at each presentation if I run between the four floors and two venues. Today for Strategy Session, 45 minutes live from CERAWeek, 3pm CT, 4pm ET, after I have to run to meeting with Greg Goff. I have invited our favourites Gordon Shearer (LNG), Kathleen Kelley …
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By Paul Sankey
Published on March 12, 2026 at 9:21 AM
Today a short 30 min Happy Hour with Frank Kelly, our Washington DC guru. He will give us the DC gossip, which I am desperate to hear. Man, they got some stuff going on up there right now. *** NOTE LATER TIME TO ACCOMMODATE FRANK *** 4:30PM ET ZOOM. Guest – Frank Kelly – Founder & Managing Partner, Fulcrum Macro Date/Time – Thursday, March 12th at 4:30pm ET Registration- Click Here Frank was head of government affairs …
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By Paul Sankey
Published on March 4, 2026 at 10:03 PM
LNG superpower Qatar finds itself having been bombed by both Israel AND Iran within the past year. Now a gigantic oil and gas outage, and notably the unprecedented shutdown of the world’s single largest LNG facility, which is a multi-month outage, will roil markets far more than is currently being discounted in relatively muted energy and equity market responses. The world is sold out of LNG supply, and this gas would represent around 2mb/d of …
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