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

Anchors Away! Now I’m Bullish…

Time to think about Russia? Today for Happy Hour we have Ron Smith, Russia expert, to consider what happens in the other front of World War III. Ronald P. Smith is the founding partner of Emerging Markets Oil & Gas Consulting Partners (EMOGCP) and a #1 ranked analyst by Institutional Investor and Extel. He has over 25 years’ of experience in equity capital markets and the Russian oil and gas sector. He began his career

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Paul Sankey June 18, 2026 10:53 AM
Energy Transition
Paul Sankey

The Knicks, Vultures, and “The Art of the Deal”

As I write this, we are rushing to get ahead of the 3:30 p.m. ET press conference planned for President Trump today regarding the seemingly endless “Deal Very Soon” situation with Iran. Let’s repeat our quote from the 2000s Iran nuclear EU “It’s like playing chess with a monkey. You get them to checkmate, and then they swallow the king.” Watching the U.S.–Iran dynamic right now feels exactly like watching a Knicks game: we constantly

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Paul Sankey June 14, 2026 4:26 PM
Energy Transition
Paul Sankey

CASY Wild: Wings, Pizza, Gasoline (and BP)

Happy Hour today with Neil McMahon is POSTPONED until 24 June, so, just a couple of weeks. And he will have been in the Middle East in the interim, so that works. Kimmeridge (for he is founding partner) has declared Final Investment Decision (FID) on Commonwealth — a 9.5 Mtpa (~1.25 bcf/d), $13bn Louisiana LNG export project with 2030 start-up — in partnership with Abu Dhabi’s Mubadala Energy and CPP Investments (24.1% and 31% of

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Paul Sankey June 11, 2026 1:01 PM
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