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Quote of the day: In a war of ego, the loser always wins
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

Replay, June Goh Singapore Oil Refining Expert on Happy Hour just now

Really interesting stuff. One hour. China humanitarian exporting oil products to Vietnam and Cambodia is interesting. No Singapore emergency stocks of crude to start crisis was also interesting. 60% utilisation of refining, Singapore around 1.3mb/d capacity is also lower than I thought. Looking more into that number. Bullish distillate now, gasoline Q3, fuel oil/bunker Q3. https://analysthub.zoom.us/rec/share/tdH_ayQL1U_AaOlu63UMTw1Ru6hoSDkoCaQrVyGucjTIoe3Z-iB7CN9ZVJ-lx3Fx.RP8clyAVaVebmFNK AI summary, AI picked up the humanitarian. This meeting was a comprehensive discussion about the global oil crisis, focusing

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Paul Sankey April 22, 2026 10:13 AM
Energy Transition
Paul Sankey

Happy Hour starting soon 8:15am Julie Goh from Singapore on Refining

Starting NOW – Happy Hour today WEDS is at 8:15am ET. June Goh of Sparta Commodities is the Singapore refining expert causing an internet/Twitter oil Hormuz sensation with coherent and technically accurate Tweets on the subject. From a Singapore oil trading perspective. Bonus: she has 15+ years’ experience at Shell downstream, in all the refining business lines that are key right now. *** Register Here *** Guest – June Goh, Sparta Commodities – Wednesday, April

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Paul Sankey April 22, 2026 7:14 AM
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