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Quote of the day: “The real problem of humanity is this: we have Paleolithic emotions, medieval institutions and godlike technology.” E.O Wilson

Big Oil Q3: Team Valero & “Run the Refineries”

Today, results day, you would think that ExxonMobil and Chevron would be absolutely delighted… …with Valero announcing a major refinery restart this morning, right as the Mega US Oils announced massive quarterly results… driven by refining… driven by soaring diesel prices… right before the Mid-Terms… that are swinging Blue… on diesel prices/general global political mayhem. Hence: “We are re-opening a major US refinery” Valero’s line is terrific right here right now, fantastic political fodder for

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Paul Sankey October 30, 2026 3:08 PM
Energy Transition
Paul Sankey

Middle East Energy/Geopolitics expert at 12pm NOW: Robin Mills live from Dubai by Zoom

Terrific Happy Hour at 12pm – very shortly – with Robin Mills, a stone-cold Dubai-based geopolitics & energy expert, who was excellent on our prior call in March this year. Guest – Robin Mills, Non-Resident Fellow at the Center on Global Energy Policy & CEO of Qamar Energy. TODAY Thursday 10/29 at 12pm ET *** Note Time *** (to accommodate Robin live from Dubai where he is based). Registration – https://sankeyresearch.com/conference/sankey-strategy-session-robin-mills-interest-form/ Full bio at end

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Paul Sankey October 29, 2026 10:07 AM
Energy Transition
Paul Sankey

Radio Call from Austin F1: Are we there yet?

Terrific Happy Hour this week, with Robin Mills, a stone-cold Dubai-based geopolitics expert, who was excellent when we had him on in March this year. We need him now. Guest – Robin Mills, Non-Resident Fellow at the Center on Global Energy Policy & CEO of Qamar Energy. Date/Time – tomorrow Thursday 10/29 at 12pm ET (to accommodate Robin live from Dubai where he is based). Full Robin bio to follow before the call. Registration –

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Paul Sankey October 28, 2026 12:17 PM
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