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

Morning Timing Effects & Cease Fires

Greetings, Again, we have just the person for the job. Kpler. Michelle Brouhard on Happy Hour tomorrow. In this note we take a quick look at what will be horrible reported Q1 numbers from the major oils, driven by timing effects rather than underlying business performance, although both Shell and ExxonMobil who put out guidance today, have direct, major, costly damage in the Gulf from Iranian attacks on Qatar. Particularly, Shell CEO Wael Sawan described

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Paul Sankey April 8, 2026 1:08 PM
Energy Transition
Paul Sankey

Sunday Easter Sunday Peace be with You

Easter Sunday, April 5, 2026. Heading to Church at 7pm. Time to pray, I’ll lob one in for you. We are not yet at the point of Foxhole Prayers, more like damage limitation prayers, but let’s face it, things keep getting worse. Special forces battle to recover downed US airman near… Khuzestan. Regular readers will know it is historically Arabistan. Shocking, bizarre Tweet by President Trump this morning. Under Nixon’s “Madman theory of war” you

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Paul Sankey April 5, 2026 6:59 PM
Energy Transition
Paul Sankey

Saturday Things Can Always Get Worse

Replay of Robin Mills, and excellent hour long Zoom from this past Thursday evening, around the whole Hormuz crisis from the perspective of Dubai. He feels Iran will exert maximum pain on America/Donald Trump. You could say we are not there yet, but the pain is high. Writing to you from New York City, nobody supports this war, the mood is aghast. And we have jetfuel. Content starts at 4mins: https://analysthub.zoom.us/rec/share/6GTzDSguekKMQG6cfq9h02trNN1BiXn9yyKSqYr-lDfS-zPfhl7Hq3g0dJfwyhv7.A2Wj43IfBsqN08-n Robin was somewhat dismissive

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Paul Sankey April 4, 2026 11:43 AM
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