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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By Paul Sankey
Published on April 26, 2026 at 8:36 PM
This week, delighted to say we will host Ed Morse, the most tenured oil analyst on Wall St, a legend, to Happy Hour at our regular 4pm ET time slot, Thursday (30th April – time flies). I appeared on CNBC with Ed live from the NYSE in March 2020, and listened to answers very, very carefully. I walked away and tripled all my demand destruction forecasts, worked out the combination of Saudi at record production …
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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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