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

Sunday Whistling Past

Greetings, Refiners are running at max capacity, and oil prices are finding a Hormuz blockage hierarchy. Excess profits are accruing to oil producers, US refiners, and shipping companies. Front page of USA Today, Daily Mail, nothing on Hormuz. I scrolled all the way down on the NY Post – not one story on Hormuz today. While the oil analysts get frantic, the NASDAQ hit a record high, and the President’s most important advisor, Mr Market,

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Paul Sankey May 3, 2026 4:02 PM
Energy Transition
Paul Sankey

Lunchtime Ruddy Hockey sticks

Today 4pm Ed Morse on Happy Hour. Zoom. These are historic times, we need some experience here. Guest – Ed Morse, Hartree Partners Date/Time – April 30th at 4pm ET Registration – Click Here ~ Within our framework of the world, historic times, crude prices air-dropping on Japanese government Yen intervention today was a new plot twist in a predicted direction. Being government intervention directly into markets. Source: Bloomberg, Sankey Research The Japanese Ministry of

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Paul Sankey April 30, 2026 12:52 PM
Energy Transition
Paul Sankey

You Can be Sure of Shell…

Strategy Session this week Thursday 4pm · Guest – Ed Morse, Hartree Partners April 30th at 4pm ET Registration – Click Here Ed was teaching International Relations at Princeton for the 1973 Oil Crisis. ‘Nuff said. ~ This week so far: Not TACO but NACHO – “Not A Chance Hormuz Opens”. Oil inventories globally are plummeting, first a sea, now on land. DOE data today at 10:30am today will surely confirm the big draws seen

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Paul Sankey April 29, 2026 8:56 AM
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