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

Sunday CERA, Wouldn’t Wanna Be Ya

Goodness me, TDS (Trump Derangement Syndrome), indeed. I’m not talking about my own psychology. This “ahead of schedule” Gulf War III is going horribly ahead of schedule in the completely wrong direction. For an example of a total opposite effect, Iran flipping a ballistic missile at Diego Garcia did not fit with the original “Iran will quickly will run out of missiles”. My entreaty to the President to stop with the thesis drift and reset

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Paul Sankey March 22, 2026 8:53 PM

Recording: Uzi live from Tel Aviv Strategy Session

Recording of Uzi Yemin call yesterday, balanced stuff, interesting perspective direct from Tel Aviv to me in San Juan Puerto Rico. I am back in Brooklyn now, rest assured. https://analysthub.zoom.us/rec/share/XuZbmceTg9iY1K30JOrN2alXW2n1AudKlHa2tJrUwyHmTzQoox5vWBsyCN4ralQ.pXt8MVT6rZTyCI-M

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Paul Sankey March 20, 2026 12:38 PM

Strategy Session starting at 12pm ET (shortly) Uzi Yemin

12pm ET today, shortly, Uzi Yemin will join us live from Tel Aviv. Date/Time: Thursday, March 19th  at 12PM ET Guest – Uzi Yemin, Chairman of Delek US,. We may get lucky and have Avigal Sorek, DK CEO join, but note that Delek is in its quiet period, so this will be a geopolitics and macro-only call. Registration – Click Here We have talked about Rheinmetall in the context of Russia-Ukraine since 2022. Here the iconic CEO has a dry, straight, series of grim comments

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Paul Sankey March 19, 2026 11:25 AM
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