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Quote of the day: Pelé: “Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do.”
Energy Transition
Paul Sankey

Sunday You can UN-See it

Good afternoon, It is wet here in New York, football season has started, October baseball playoffs loom, the air has chilled towards Fall. Any long-time New York professional dreads the week ahead. “UN Week”. Notwithstanding, this note is a preview and review, from a cynical personal perspective, on UN Week. There is little this week in the way of results. Cracker Barrel reporting will generate some nonsense. Speaking of blowing up a brand, I have

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Paul Sankey September 20, 2026 9:16 PM
Energy Transition
Paul Sankey

Tom Kloza on Happy Hour – Key Points & Replay

Love chatting to Tom, who really knows his racks. We started with my question: can you name the “Seven Sisters”? The 1970s nickname for the World’s Seven Biggest oil companies? It is like naming the Seven Dwarfs: getting the last one is tough. Source: Zoom, Sankey Research Replay is here, Tom Kloza vs Paul Sankey 60 mins, conversation starts at 4mins: https://analysthub.zoom.us/rec/share/rQEc1XCaXZ6xjlwR-4AMSM5oF0dvlB1I3OmDpNRY5t7HuqoMhfr1LA7eb5c8NX6I.mZ9MB8GNfYOV1EM0?startTime=1789674756000 Key Points Outlook in one line. Taking the other side of Goldman’s recent

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Paul Sankey September 19, 2026 10:29 AM
Energy Transition
Paul Sankey

Happy Hour: Tom Kloza starting NOW & Saudi Budget

Starting now: Tom Kloza on Happy Hour – bio at end of this short nate · Guest – Tom Kloza · Date/Time – Thursday, September 17th at 4pm ET NOW!!! · Registration – Click Here Crazy things are happening downstream US and globally, and Tom is a great guy to talk about the US market from gas pump to pump jack, and no doubt has a view on the Middle East. I can ask him

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Paul Sankey September 17, 2026 3:49 PM
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