FAQs: Wishy-Washy Oil Commentary, Post-Shale Biz Model
This week we wanted to address two questions that have come up from our recent posts and videos.
Lagging Oil and an Evolving Industry Structure
This week we will have some fun with Bloomberg charts as it relates to the crude oil macro.
The Good, The Bad, and The Misunderstood Amidst Massive Macro Cross Currents
We have spent the month-and-a-half since the double whammy of “Liberation Day” and OPEC+’s decision to more quickly return withheld production roiled energy markets by mostly producing video podcasts that attempted to work through our thoughts in real time.
Earnings Season Long Takes: Peak Shale and Power Market Competition
We continue our series of “long takes” amidst the macro mess we are slogging through and wanted to hit upon a couple of observations coming out of a surprisingly interesting quarterly earnings season that we think are relevant as corporates and investors think through long-term implications and opportunities.
Self Versus External Activism
We wanted to follow up on the Special Edition episode of this week’s Close of Business Tuesday video podcast where we interviewed Mark Lashier, the CEO of Phillips 66.
A Look At Traditional Energy Profitability Amidst A Trade War-Driven Macro Mess
We take a break from our recent run of video podcasts discussing “long takes” on President Trump’s global trade war to look at where traditional energy profitability and fundamentals stand after the 2021-2024 mini-cycle.
Long-Takes On A Macro Mess: 1 Week Later
We will start with an apology to those of you that prefer the written notes but with the Super Vol nature of this tariff trade war and the dramatic market moves, we are going to do another short video.
“Long Takes” On Tariff Trade War, OPEC, and A Messy Macro
We had intended to publish a written note this week that we thought had some interesting analysis on energy sub-sector profitability over what we consider to be the 2021-2024 mini-cycle.
Energy Pragmatism & Climate: Pushback and Perspectives
This week’s video is a follow up to last week’s written post titled “What Does Energy Pragmatism Mean for Climate & Sustainability”
What Does “Energy Pragmatism” Mean for Climate & Sustainability?
There has been a lot of talk—maybe too much talk—about energy pragmatism, realism, and balance returning to the energy discussion.