economy
January 27, 2026
This energy ETF is set to break through a key level, charts show. Two ways to play the trend
The State Street Energy Select Sector SPDR ETF (XLE) is poised to break through a resistance level of $50, the charts suggest.

TL;DR
- The XLE ETF is testing a significant $50 resistance level for the fourth time since 2014.
- Key drivers for a potential energy sector breakout include supply disruptions, geopolitical risks, rotation into value stocks, and structural demand from AI and energy transition.
- U.S. dollar weakness is also contributing to rising commodity prices.
- Solaris Energy Infrastructure (SEI) is transitioning to high-growth, on-site power solutions for AI data centers and critical infrastructure.
- BKV Corporation (BKV) is a vertically integrated energy company focused on natural gas production, midstream, power generation, and carbon capture.
- Both SEI and BKV are approximately $2 billion market cap companies showing strong EPS and revenue growth and appear to be consolidating near all-time highs.
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