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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By Paul Sankey
Published on December 28, 2025 at 7:19 PM
Seasons Greetings! Let me ceaselessly cheerful here, because if you don’t laugh, you might cry. In fact, there’s a fundamental factor in life today, which is that people perceive the world to be doomed and their own life to be pretty much excellent. Whereby, you can see it in polls. “My life in the USA is great, but the USA is a disaster”. Below, this is share of people satisfied with life vs satisfied with …
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By Paul Sankey
Published on October 10, 2025 at 10:14 AM
With oil wobbling down towards under $60/bbl WTI, we started our Happy Hour with Kaes Van’t Hof talking about a bearish bet that we had shared back when Donald Trump announced the Penguin Tariffs. Here is the recording, it is interesting that neither I, nor more importantly Kaes, can rationalise current commentary that has US oil production as rising quite strongly. It simply does not stack up with what he sees in the Permian, nor …
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