By Paul Sankey
Published on September 1, 2026 at 6:32 PM
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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By Paul Sankey
Published on August 30, 2026 at 9:39 PM
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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By Paul Sankey
Published on August 20, 2026 at 7:24 AM
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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