Sunday Cold Digits, Digital Heat

By Paul Sankey Published on January 25, 2026 at 4:27 PM

Greetings, Presumably you have power, if you are reading this. Good for you. I bought an emergency power pack yesterday: “Anker Portable Power Station SOLIX C300, 288Wh LiFePO4 Battery, 300W (600W Surge) 140W Two-Way Fast Charging, for Outdoor Camping, Traveling, and Emergencies (Solar Panel Optional)” so we should avoid an outage. Or get a three day outage that renders that wee power block absurdly under-sized. It cannot run a heater, for example, you need 1,000W …

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The Ice Storm Cometh, the Power Goeth

By Paul Sankey Published on January 21, 2026 at 8:35 AM

My call since 2024 was for oil prices to hit a low in the $40s/bbl in February 2026. With Brent at $65/bbl with less than two weeks to go, it is time to admit defeat. Prefer to be bearish and wrong than bullish and wrong. With that in mind, time to call a barrel counter par excellence, and tomorrow we have Rory Johnson, one of the best barrel counters in the business, on Happy Hour, …

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Sunday Buying SLB and Holding Liat

By Paul Sankey Published on January 18, 2026 at 6:38 PM

Hello All, Mid-January… these are the hard yards on Wall Street – no let up until mid-April. It was the New York winter that broke the Occupy Wall Street protestors in 2011, and they wimped out in November. We workers kept grinding. Wintry mix today in Brooklyn Heights, brisk weather is forecast for Tuesday: 14° low, or -6° to Europeans. MLK Day Federal Holiday tomorrow, which seemingly nobody in Houston follows, at least not in …

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