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Sunday Sankey

Quote of the day: In a war of ego, the loser always wins

Strategy Session starting at 12pm ET (shortly) Uzi Yemin

12pm ET today, shortly, Uzi Yemin will join us live from Tel Aviv. Date/Time: Thursday, March 19th  at 12PM ET Guest – Uzi Yemin, Chairman of Delek US,. We may get lucky and have Avigal Sorek, DK CEO join, but note that Delek is in its quiet period, so this will be a geopolitics and macro-only call. Registration – Click Here We have talked about Rheinmetall in the context of Russia-Ukraine since 2022. Here the iconic CEO has a dry, straight, series of grim comments

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Paul Sankey March 19, 2026 11:25 AM No Comments
Energy Transition
Paul Sankey

Uzi on Strategy Session, Jensen in de Nile

*** UZI LIVE FROM TEL AVIV *** Delighted to say – not withstanding the cataclysmic circumstances – that my old friend (since the IPO of Delek US in the 2000s) Uzi Yemin will join us tomorrow live from Tel Aviv. Note, 12PM ET for perhaps just 30mins. Shortly after October 7th 2023, Uzi gave us great insight, and was also hearing alarms for incoming Iranian missiles as he spoke. Subsequently I delayed my much-wished for

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Paul Sankey March 18, 2026 5:20 PM No Comments
Energy Transition
Paul Sankey

Sunday Beam Me Up Scott

We could be in for a wild week ahead, with March 20th, Friday a key date, after strong market rumours that the Treasury shorted April crude last Tuesday. The expiry on that short position – if market chatter is true – will be Friday March 20th, which synchronizes with the end of Ramadan Friday March 20th and the start of Iranian New Year, Friday March 20th. Just to start, a comment from a major US

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Paul Sankey March 15, 2026 7:12 PM No Comments
Energy Transition
Paul Sankey

Forty Minutes of Frank Kelly – Zoom Recording

Link to Frank Kelly Happy Hour yesterday, quite a few client questions. The biggest question Frank was getting on the road marketing before the call? This is all related to Epstein, right? No plan, no military solution, no end in sight. Major focus as we highlighted yesterday on China Xi meeting Trump 31st March. Bessent was apparently meeting the Chinese in Europe yesterday. https://analysthub.zoom.us/rec/share/ns5qhv5Q6IdgDAGX6A0OAldpM6wAfbdNbhzbEKDOrYIOgCNoWfAatLeG-RHKqebq.vQuxUSl5WKR5iIWR

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Paul Sankey March 13, 2026 11:25 AM No Comments
Energy Transition
Paul Sankey

Morning Frank Kelly, BP and Reserves Lives

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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Paul Sankey March 12, 2026 9:21 AM No Comments
Energy Transition
Paul Sankey

Sunday Gulf War III Week 2 – Tanker Passage, What Tanker Passage?

Well, that was quite a week. And there it is, oil through $100/bbl on the Tokyo open. It is blatantly clear that the Trump Administration had zero, nada, nothing, as contingency plan for Iran declaring the Strait of Hormuz shut to transit. Even now, their $20bn insurance knee jerk response has been completely ineffective. We are facing the largest overall oil & gas volume outage of my career, which started in 1990, Gulf War 1.

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Paul Sankey March 8, 2026 7:56 PM No Comments