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The Crude Chronicles

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Summary

Sector Energy
Content Type Analysis
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Content

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The Crude Chronicles
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A bearish reading for U.S oil demand.

April 1, 2025, 11:02 a.m.

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The Crude Chronicles
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Video Version of my 2Q25 Chart Pack

March 28, 2025, 11:03 a.m.

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The Crude Chronicles
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Seasonal Shifts to a Stronger Decade Ahead- 2Q25 Chart Pack

March 25, 2025, 11:03 a.m.

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The Crude Chronicles
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116 Years of Oil & Gas Capex

March 21, 2025, 11:03 a.m.

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The Crude Chronicles
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The Art of the Oil & Gas Deal

March 18, 2025, 11:02 a.m.

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The Crude Chronicles
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An ominous JOLT to O&G jobs

March 14, 2025, 11:03 a.m.

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The Crude Chronicles
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Integrated Returns & the Quest for Value.

March 11, 2025, 11:03 a.m.

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The Crude Chronicles
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Reaction Functions.

March 7, 2025, 12:03 p.m.

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The Crude Chronicles
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Energy is not Growth (but doesn't have to be)

March 4, 2025, 12:03 p.m.

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The Crude Chronicles
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Bearish gas but bullish 2025 golf season!

Feb. 28, 2025, 12:03 p.m.

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The Crude Chronicles
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OPEC & Exceptionalism

Feb. 25, 2025, noon

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The Crude Chronicles
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The Incentives around the Productivity Boom.

Feb. 21, 2025, 12:03 p.m.

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The Crude Chronicles
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The 2016 peak in Global Petroleum Trade- (Doomerism or LNG Boomerism)

Feb. 18, 2025, 3:02 p.m.

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The Crude Chronicles
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Gassy E&Ps, AI or not, make me a ROC believer.

Feb. 14, 2025, 12:03 p.m.

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The Crude Chronicles
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The best predictor of future returns.

Feb. 11, 2025, 12:01 p.m.

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The Crude Chronicles
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XOM & CVX historical earnings troughs

Feb. 7, 2025, noon

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The Crude Chronicles
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GM2 Turbulence Ahead

Feb. 4, 2025, 12:02 p.m.

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The Crude Chronicles
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Podcast Appearances

Feb. 3, 2025, 3:01 p.m.

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The Crude Chronicles
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Proxies over Presidential Preferences

Jan. 31, 2025, 12:02 p.m.

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The Crude Chronicles
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HAL vs. SLB. The Race to Positive Shareholder Value Add

Jan. 28, 2025, 12:03 p.m.

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The Crude Chronicles
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Canadian O&G Culture

Jan. 24, 2025, 12:03 p.m.

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Micro to Macro - The Dallas Fed Energy Survey

Jan. 21, 2025, 12:03 p.m.

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The Crude Chronicles
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The Material Constraint to Canadian Crude Oil Tariffs

Jan. 17, 2025, 12:03 p.m.

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The Crude Chronicles
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Energy (Not Tech) is Worthy of your Cost of Capital

Jan. 14, 2025, 12:01 p.m.

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The Crude Chronicles
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Meeting the energy community in Miami

Jan. 10, 2025, 12:01 p.m.

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