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Sunday Sankey

Quote of the day: “The real problem of humanity is this: we have Paleolithic emotions, medieval institutions and godlike technology.” E.O Wilson
Energy Transition
Paul Sankey

* All-Star * Happy Hour today 4pm: Frank Kelly, Kathleen Kelley, Jan Stuart, Gordon Shearer

Today 4pm please join an all-star line up for Happy Hour Frank Kelly – Washington DC Kathleen Kelley – global macro expert Jan Stuart – global oil and gas market expert Gordon Shearer – global LNG expert For re-set view “latest on global oil and LNG” as we head into Barcap next week. · Date/Time – Thursday, September 3rd at 4pm ET · Registration – Click Here Note also we have drinks for a live

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Paul Sankey September 3, 2026 11:46 AM No Comments
Energy Transition
Paul Sankey

Breaking: White House vs Refiners Meeting Summary

White House Refiner Meeting Summary post-meeting feedback from “I am on a plane leaving DC” Excellent source: “There seems to be full appreciation that the unintended consequences of an export ban would be severe”. That’s all you need to know, the single biggest risk to the US Independent refiner and (+XOM, CVX refining segment) is mitigated. We would argue Shell/Euro refiners would benefit from a ban. Carry on. ~ Second biggest macro risk is demand

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Paul Sankey September 1, 2026 6:32 PM No Comments
Energy Transition
Paul Sankey

Norway, Norges Bank & the World’s Biggest Hedge Fund

Guess who’s back, back again? Yes, we are back in Brooklyn. “Everybody” ie the media, is asking me about Venezuela and I will be on Bloomberg TV tomorrow morning to celebrate my return to The Big Apple. We will address that and all the other news into Labor Day, including hosting Happy Hour this week with Kathleen Kelley, Jan Stuart on global oil, Gordon Shearer on LNG, for a quick fire update session, 4pm Thursday,

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Paul Sankey August 30, 2026 9:39 PM No Comments
Energy Transition
Paul Sankey

Denmark: Letter from a Left-Wing Utopia

Greetings from Scandanvia, The left-wing utopian monarchy – I did not use the word socialist – is of course Denmark. We visited to have dinner at the most exclusive/inclusive restaurant in the world. Noma. We are now in Norway and I participate in the major ONS Conference next week on “AI and Energy”. Full service resumes with September, we will not be having Happy Hour for August recess, and have Happy Hour live on 9th

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Paul Sankey August 20, 2026 7:24 AM No Comments
Energy Transition
Paul Sankey

Happy Hour on Singapore Oil: June Goh; full recording; BONUS

With the confusion around Hormuz, and the reversal in the surge of oil deliveries in June, I arranged a last minute Zoom with June Goh who, as ever, is highly informed on market action in Asia, and globally for that matter. Sorry, it went off at 5am this morning Eastern Time, with June in Singapore at 5pm and me in London at 10am, needs must. The short burst of Hormuz volumes was clearly a head

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Paul Sankey August 13, 2026 8:14 AM No Comments

Happy Hour: June Goh on Asia/Global Refining starting 5am ET, 10am London, 5pm Singapore today

With the chaos in Hormuz, we have a bonus Happy Hour with June Goh today, our Singaporean refining expert, which frankly you probably missed, because with her time, and me in London, we are going ahead at 5am ET. Don’t worry, we will distribute the recording. Upcoming Strategy Session Registration Link – Click Here, Recording Available Guest – June Goh, Singapore Refining Expert Date/Time – August 13th at 5am am ET/10am London/5pm Singapore Sorry for

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Paul Sankey August 13, 2026 6:48 AM No Comments