Are Underlying Oil Balances Less Bearish Than Feared?
We have a bonus Super-Spiked video podcast on a week we were not expecting to publish due to a college drop-off.
Obliterating Mainstream Macro Narratives: Natural Gas
This week we extend our “Obliterating Peak Oil Demand” series to take on other mainstream macro narratives with a focus on natural gas.
What’s In. What’s Out. A Check-in on Big Themes for 2025
This week we go through our Big Themes for 2025 which we had also highlighted back in January.
Mid-Year Check-In on Top 10 Tactical Questions for 2025
This week we check-in on how our “Top 10 Tactical Questions for 2025” published on January 25, 2025 are faring
FAQ on Obliterating Peak Oil Demand
Last week we published a written post that took a fresh look at a long standing theme of ours “obliterating peak oil demand”
Obliterating Peak Oil Demand: OPEC WOO vs IEA WEO & NZ0
This week we return to a long-standing theme of ours but one we haven’t discussed in over a year: “obliterating peak oil demand.”
Some of the Above: A Preview
This week we will start to flush out a new theme of ours, what we are calling “some of the above, depending on country and region” as the better macro and policy framing for energy.
Themes and Research Ideas for 2H2025
Ahead of what will be a holiday week off to celebrate America’s Birthday, we have five thoughts we wanted to share this week around key themes, research ideas, and some what ifs that we are thinking about.
Underlying Oil Market Fundamentals Matter Far More Than Middle East Supply Disruptions Over The Long Run
This week we look at the potential long-term impact on oil markets of Middle East turmoil.
Long Takes on Israel-Iran
This week we provide “long takes” on the outbreak of hostilities between Israel and Iran.