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

Sunday Second Fastest Runners

This week, delighted to say we will host Ed Morse, the most tenured oil analyst on Wall St, a legend, to Happy Hour at our regular 4pm ET time slot, Thursday (30th April – time flies). I appeared on CNBC with Ed live from the NYSE in March 2020, and listened to answers very, very carefully. I walked away and tripled all my demand destruction forecasts, worked out the combination of Saudi at record production

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Paul Sankey April 26, 2026 8:36 PM
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