Micro to Macro - The Dallas Fed Energy Survey

The Material Constraint to Canadian Crude Oil Tariffs

Energy (Not Tech) is Worthy of your Cost of Capital

Meeting the energy community in Miami

Driving Value: COP & Shareholder Alignment

The Most Important Oil Chart in 2025

Capital Discipline, Cycles, and Energy’s Roadmap to the 2030s - 1Q25 Chart Pack

I got bullish vibes for oil.

U.S. Oil Production in 2025 with DoTadda

XOM: +4.5mil boe or +10% ROCE.

Permian, PUDs + PDs, Productivity & Premiums.

In Basin Observation Podcast Appearance

Farwell Marathon. You will be missed

The Dollar and Oil

Energy, Icarus & the 'Lost Decades'

Can’t Deny It - Recommended Reading

Not Every Red Wave is "Drill Baby Drill".

Chevron - 3% to 9% of S&P 500

ExxonMobil returns by geography

All Commodities Since the Crusades

XOM: Flirting with the REAL all time high.

Stop following the rig count!

The Oil Price Signal of 2023-2024

The commodities that always have potential.: Natural gas is like the classic high school counselor joke—the one about someone with "endless potential." It always seems to be on the verge of something big.

Nostalgia in Numbers: Chevron’s Production Evolution: One of my favorite historical images of Standard Oil of California comes from their 1924 annual report showing that the Los Angeles area was once a giant oil field.