Paul Sankey is an independent oil & gas analyst with 30+ years covering global energy.

Three-time #1 Institutional Investor-ranked oil & gas analyst; Sankey Research ranked #1 II in independent oil & gas research.

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0:00 Market context and Fed outlook

1:15 Inflation and diesel dynamics

4:38 Refining capacity and economy

6:56 Saudi crisis and petrodollar

10:41 Russia-Ukraine and US supply

12:47 Concluding remarks