Menu
Linkedin Twitter Instagram

Latest Video

Follow Sankey on YouTube

Most Read Notes

Uranium, CCJ, NexGen, and Bull Riders

Links to Research

Morning Sankey

Macro / Oil Markets

Companies / Micro

Sunday Sankey

Videos

Search
Tickers
AAPL AI APA AR ATD Biofuels Bitcoin BKR BP BP Canada CASY CCJ CEG China CHK CIVI CNQ COP CRK CTRA CVI CVX CVX-Hess D DAR DINO Distillate DK DVN EOG EPA EPD EQT Europe Gas FANG FTI GEV Global Oil Global Oil Balance Gold GOOG Gulf War III Guyana HAL HES Iran Iraq Israel Israel-Iran KMI LNG LNG M&A META MGY MPC MRO MSFT MUSA Natgas Nuclear NVDA Oil Balance Oil Market Oil Markets Oil Price Oils Relative to the SPX Oils Share of SPX Oil Supply OKLO OPEC OVV OXY PAA PARR PBF Permian PJM Power is Power PR PSX PXD Refining Renewable Diesel RIG RRC Russia Russia-Ukraine Saudi SHEL SHEL SHELL SLB Straits of Hormuz SU SWN Tariffs TOU Trump Trump II TSLA TTE UAL Ukraine US$ US E&P US gas US Natgas US Oil US oil demand US Oil Production US Power Venezuela VG VLO VST WDS XLE XLU XOM

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

Sunday Tequila & Hormuz Limbos

Greetings from Guadalajara, We attended family wedding. Quite the fiesta. I’ll give you a hint: this is the capital of Jalisco, the home of Tequila. ~ The past week was absolutely bewildering in global oil markets; the market seems to buy a peace narrative which we greatly struggle to believe in. As considered from the crisis start, we cannot see that the Iranian Revolutionary Guard will easily cede its sudden position of global super-power (especially

Read More »
Paul Sankey May 10, 2026 2:01 PM
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,

Read More »
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

Read More »
Paul Sankey April 30, 2026 12:52 PM
VIEW ALL REPORTS