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Energy

A collection of 8 posts
The Day the Paper Market Moved and the Physical Market Did Not
Energy Featured

The Day the Paper Market Moved and the Physical Market Did Not

Crude Fell 5% This Morning on the Iran MOU Announcement. The Strait Is Still Mined. The SPR Is at a 43-Year Low. Qatar's Ras Laffan Is Damaged. Citi Says $70 by Q4. The Math Is More Complicated Than a Headline.
16 Jun 2026 22 min read
Severe Is Still Bad
Paid-members only
Energy

Severe Is Still Bad

08 Jun 2026 5 min read
Deals and Strikes, Simultaneously
Paid-members only
Energy

Deals and Strikes, Simultaneously

25 May 2026 7 min read
Four Weeks to the Cliff
Paid-members only
Energy

Four Weeks to the Cliff

18 May 2026 7 min read
Garbage.
Paid-members only
Energy

Garbage.

12 May 2026 9 min read
The Escort and the Strike
Paid-members only
Energy

The Escort and the Strike

04 May 2026 9 min read
The Day the Buffer Died
Paid-members only
Energy

The Day the Buffer Died

06 Apr 2026 8 min read
The Hormuz Blockade: What Happens When the World's Most Critical Energy Artery Goes Dark
Paid-members only
Energy Featured

The Hormuz Blockade: What Happens When the World's Most Critical Energy Artery Goes Dark

30 Mar 2026 12 min read
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