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Quote of the day: In a war of ego, the loser always wins
Energy Transition
Paul Sankey

Forty Minutes of Frank Kelly – Zoom Recording

Link to Frank Kelly Happy Hour yesterday, quite a few client questions. The biggest question Frank was getting on the road marketing before the call? This is all related to Epstein, right? No plan, no military solution, no end in sight. Major focus as we highlighted yesterday on China Xi meeting Trump 31st March. Bessent was apparently meeting the Chinese in Europe yesterday. https://analysthub.zoom.us/rec/share/ns5qhv5Q6IdgDAGX6A0OAldpM6wAfbdNbhzbEKDOrYIOgCNoWfAatLeG-RHKqebq.vQuxUSl5WKR5iIWR

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Paul Sankey March 13, 2026 11:25 AM
Energy Transition
Paul Sankey

Morning Frank Kelly, BP and Reserves Lives

Today a short 30 min Happy Hour with Frank Kelly, our Washington DC guru. He will give us the DC gossip, which I am desperate to hear. Man, they got some stuff going on up there right now. *** NOTE LATER TIME TO ACCOMMODATE FRANK *** 4:30PM ET ZOOM. Guest – Frank Kelly – Founder & Managing Partner, Fulcrum Macro Date/Time – Thursday, March 12th at 4:30pm ET Registration- Click Here Frank was head of government affairs

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Paul Sankey March 12, 2026 9:21 AM
Energy Transition
Paul Sankey

Sunday Gulf War III Week 2 – Tanker Passage, What Tanker Passage?

Well, that was quite a week. And there it is, oil through $100/bbl on the Tokyo open. It is blatantly clear that the Trump Administration had zero, nada, nothing, as contingency plan for Iran declaring the Strait of Hormuz shut to transit. Even now, their $20bn insurance knee jerk response has been completely ineffective. We are facing the largest overall oil & gas volume outage of my career, which started in 1990, Gulf War 1.

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Paul Sankey March 8, 2026 7:56 PM
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