By Paul Sankey
Published on April 21, 2026 at 8:36 AM
HEADS UP – Happy Hour TOMORROW WEDS is at 8:15am. Totally alternate time for our weekly Zoom, (it’s five o’clock somewhere). You guys will all be at your desks for over an hour by then. We are accommodating Singapore-based June Goh, she is very busy and 12 hours ahead. 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 …
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By Paul Sankey
Published on April 19, 2026 at 8:14 PM
We meet again, “Negotiating with the Iranians” again. And bombing each other again. Not good. I am keeping this very short, there was a long note yesterday on European Jet Fuel crisis that was well received. I am sure you are following the headlines and that will set the agenda for next week. With that said, week ahead we have a terrific Happy Hour guest. June Goh is the Singapore refining expert causing an internet/Twitter …
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By Paul Sankey
Published on April 18, 2026 at 4:37 PM
Last week, having satisfied my curiosity on Taiwan and Taiwan Semiconductor (TSMC) — which basically concluded that TSMC will keep getting cheap reliable subsidized government electricity even if it means Mrs Cheng has no aircon. That is globally important; AI is the counter theme to Hormuz and after TSMC’s earnings call, we concluded they are good to go for another quarter of crisis, so relatively very comfortable. Nothing it at all comfortable right now in …
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