Whataburger? Weekly DOE Data: Draw! Bullish!

By Paul Sankey Published on May 20, 2026 at 6:00 PM

NEW YORK, May 20 (Reuters) – The United States withdrew 17.8 million ​barrels of crude oil from its ‌inventories, the highest on record, the Energy Information Administration said on Wednesday, as the Iran war has ​cut global supplies and raised demand ​for U.S. crude and products. In a week. Oil analysts nod and say “we are heading for operational minimum inventory levels, fast.” ~ When will I retire? We have booked Paul Cheng, recently retired …

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Sunday Looking for Kilos as Bells Toll

By Paul Sankey Published on February 15, 2026 at 4:20 PM

Dear Client, It is not a joking matter, but it turns out that I am in the Epstein files. My friend’s (London-based) son in High School is doing a little intern work for me, on the weekly DOE data. He took the initiative, shall we say, to search the Epstein email dump for “Paul Sankey”. And there I am, mentioned in passing. In 2013, Epstein was invited as a client by Deutsche Bank wealth management …

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Replay: Rory Johnson on Happy Hour, Oil Balances

By Paul Sankey Published on January 27, 2026 at 9:29 AM

Sorry I was meaning to write this session with Rory up properly, but got distracted by PJM etc over the weekend, what with this brutal cold. The week ahead forecast for Brooklyn is sub-zero all the way. Beyond a week is anybody’s guess. Link to Rory replay below. We are opening this to all subscribers to promote Rory’s independent research effort. And encourage you to go Premium Subscriber to enjoy these calls live and replay …

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