Fear of Market Collapse (FOMC) Day

By Paul Sankey Published on May 4, 2022 at 8:14 AM

Sankey Strategy Session tomorrow evening: Bob Jonke, Oil trader for Engelhart CTP and Kathleen Kelley, Oil Market Expert aka “the OPEC Whisperer”. When: May 5, 2022 05:00 PM ET, Register in advance for this meeting: https://us02web.zoom.us/meeting/register/tZcofuqprzMuHd0CDoGbkzN6CiapFAdCg6k2 The Strategy Session this week will be in the context of what will be an extremely low-key OPEC meeting tomorrow with no press conference. Why no press conference? No comment on Russia. Simple as that. Bloomberg 5/4/22 The European […]

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PBF & PBS Strategy Session

By Paul Sankey Published on April 8, 2022 at 8:53 AM

China rant PBF – Q1 likely half messy, but finishes running strong into incredible margins as Q2 starts Sankey Recommends: Liverpool vs Man City Premiership decider tomorrow – two of the best club football teams ever to play, at their peak. PBF CEO Tom Nimbley, President Matt Lucey, CFO Erik Young, and IR Colin Murray were on good form on Strategy Session yesterday evening. Nimbley started his career in refining in the 1973 oil price […]

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Uzi as 2-1-1

By Paul Sankey Published on April 1, 2022 at 8:32 AM

As Uzi Yemin pointed out on our Strategy Session yesterday, I have been talking to him for years, and we have known bad times and good times. In fact, he threw me off the 2006 initial public offering (IPO) of Delek USA for telling him what I thought of his company, after he told me to be honest. So our relationship started poorly. Subsequently we have become great friends. I have the highest respect for […]

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