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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
Energy Transition
Paul Sankey

Premium Only: Transcript/Zoom Robin Mills, live from Dubai, Intelligence

Paul: How does life in Iran relate to the regime under this pressure? Robin: There were huge protests in January, put down very brutally, with thousands killed. Some of the higher numbers are nonsense, but clearly many thousands were killed and many others detained. That happened before the war. From the regime’s point of view it was almost the best thing that could have happened: they killed or imprisoned a lot of potential troublemakers just

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Paul Sankey October 31, 2026 9:13 AM

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
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