By Paul Sankey
Published on April 15, 2026 at 3:07 PM
Tomorrow at *** 12pm ET *** Ed Finley-Richardson – Shipping Guru Date/Time – Thursday, April 16th at 12pm ET Registration – Click Here Tomorrow we have Ed. I heard him on the Jack Farley podcast, (which I have also done as a guest), a couple of weeks ago. Obviously with the dynamism here in shipping he is a great guest. Flotillas of tankers heading for the US Gulf Coast. https://edfin.substack.com Source: Linkedin ~ While we are talking multi-media, …
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By Paul Sankey
Published on April 14, 2026 at 10:32 AM
With everybody yelling about the massive disconnect of Dated Brent over paper Brent, which has been around a +$40/bbl premium in recent days, I have seen no mention of the large fact that the Big Oils earn Dated Brent, not the paper price that is killing oil bulls (long the paper) with frustration. So the price you see on your screen – Brent around $100/bbl – far understates what the companies will earn when they …
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By Paul Sankey
Published on April 12, 2026 at 8:24 PM
Good day, Yesterday I found myself transported into a personal Gulf War moment. I was examining the extensive damage to my large air condenser unit, a major, brand new piece of infrastructure, just two years old. It had been hit directly from above by a 700lb incoming projectile. Direct hit to the top, wrecked. I had a flash the Qatar desert, considering engineers inspecting damage, must feel like this. The unit was obviously a write …
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