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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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Oilfield service margins are hanging in there (for now)

June 3, 2025, 11:01 a.m.

No Paywall
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The Crude Chronicles
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Value Add Books & Charts for a Mature Industry.

May 30, 2025, 11:03 a.m.

No Paywall
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The Crude Chronicles
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Less ESG, More ROCE - 2024 Integrated O&G Compensation Review.

May 22, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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Following the Money

May 20, 2025, 11:02 a.m.

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The Crude Chronicles
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E&Ps and Integrateds Returns through the Cycles

May 16, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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2024 Gassy E&P Comp Review - Payouts and Value.

May 13, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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Over the Edge

May 9, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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The Productivity Lid

May 6, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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Lean Further Into Value - 2024 Oily E&P Compensation Review

May 2, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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Refining My Thoughts on Oil.

April 29, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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A (Final?) History of Hess

April 25, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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Early vs. Late Cycle in Energy

April 22, 2025, 11:02 a.m.

No Paywall
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The Crude Chronicles
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Halfway Through Another Hell?

April 11, 2025, 11:18 a.m.

No Paywall
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The Crude Chronicles
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Adelman after "Obliteration Day(s)"

April 8, 2025, 11:03 a.m.

No Paywall
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The Crude Chronicles
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Petroleum, Politics & Populism

April 4, 2025, 11:03 a.m.

No Paywall
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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.

No Paywall
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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.

No Paywall
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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.

No Paywall
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The Crude Chronicles
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116 Years of Oil & Gas Capex

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

No Paywall
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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.

No Paywall
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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.

No Paywall
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The Crude Chronicles
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Integrated Returns & the Quest for Value.

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

No Paywall
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The Crude Chronicles
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Reaction Functions.

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

No Paywall
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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.

No Paywall
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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.

No Paywall