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Quote of the day: In a war of ego, the loser always wins

Zoom Replay Gordon Shearer on LNG, Jan Stuart and Kathleen Kelley on Oil

If ever there was a graveyard slot, it is the Friday of CERAWeek. This year the giant executive conference was a bit of a dud, basically because the GCC Oil CEOs, such as Amin at Aramco, KPC, Qatar, cancelled attendance. And everybody is clueless on how to open the Strait. Kathleen has a non-consensus view on our Zoom, linked below. But it remains an amazing event to meet oil celebrities in passing. Certainly I was

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Paul Sankey March 27, 2026 10:03 AM
Energy Transition
Paul Sankey

CERAWeek 2: Hamm on a Horse

Day 2 & 3, CERAWeek, a key organizer told me that there are 12,000 attendees, 900 companies, and at peak, 19 simultaneous presentations. That leaves me around 1.5 minutes at each presentation if I run between the four floors and two venues. Today for Strategy Session, 45 minutes live from CERAWeek, 3pm CT, 4pm ET, after I have to run to meeting with Greg Goff. I have invited our favourites Gordon Shearer (LNG), Kathleen Kelley

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Paul Sankey March 26, 2026 11:33 AM
Energy Transition
Paul Sankey

CERAWeek Day 1: Fool Me Once

First day of CERAWeek started with a bang, in fact a series of bangs, but none of them were at the conference. We have TSA lines, air crashes, Port Arthur refinery (395kb/d and shut, thankfully with no reported injuries), the biggest refinery of the biggest US independent refiner Valero, seeing its distillate hydrotreater blowing up. The market is screaming for distillate, and about going hoarse after this one. We were 24 hours in to President

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Paul Sankey March 24, 2026 11:58 AM
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