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Value in Oil Shocks
The Gist: In an energy-induced recession, energy stocks typically decline on an absolute basis but still outperform the S&P 500.
Mar 10
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The most important chart in commodities.
A short & free one today for all subscribers.
Mar 9
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Cracks in the System
The Gist: The loss of crude feedstock to the Asian refining complex, following the effective closure of the Strait of Hormuz, is driving a rapid…
Mar 5
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Getting the Band Back Together
Twenty-three years ago, I walked into a room to interview for a junior sell-side analyst position with Barry Bannister at Legg Mason, which later became…
Mar 3
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An Oil Optimist (Free Post)
History books tell us that petroleum emerged from the search for a cheaper, safer alternative to whale oil for illumination.
Mar 2
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Ike, Silent Cal and Trump 2.0
The Gist: Energy stocks are performing above their average for presidential election cycles.
Feb 27
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A Case for Chevron Over Everyone
The Gist: European Integrated O&Gs should de-emphasizing ESG & Low Carbon incentives that have impaired not just balance sheets but also shareholder…
Feb 24
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A Defensive Rally.
The Gist: It remains a “risk off” rally but the gap continues to close between O&G equities and the market.
Feb 20
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Industry needs $90/bbl.
The Gist: Achieving a 10% return on capital employed across the non-OPEc upstream sector would require approximately $90/bbl oil — roughly the same…
Feb 17
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Free Webinar: Venezuela’s Oil Industry
Hey gang,
Feb 9
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Stepping into the Refining Room
The Gist: The capital spending binge of todays monopolies harkens back to the original monopoly in Oil & Gas - Standard Oil Trust.
Feb 6
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A whiff of reflation
The Gist: A return of economic growth in emerging markets would provide upside for global oil demand.
Feb 3
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The Crude Chronicles
A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.
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