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Energy18h ago
North American Oil Data Deck (September 2026)

Upstream production growth continued to slow stateside while continental consumer demand for gasoline proved more price sensitive than industrial demand for fuels like diesel.

Rory JohnstonIndex #54
Energy22h ago
FuelCell Energy Q3 Earnings Review ($FCEL)

8 Critical Signals Reshaping Our Thesis

Daniel KossIndex #41
Energy1d ago
(Public) US Crude Oil Production Is Showing A Lot Of Weakness

It’s been a while since I’ve covered US crude oil production, but rest assured, I’ve been watching the data closely.

HFI ResearchIndex #19
Energy1d ago
Where Did Iran's Oil Go?

ix months into the war, the one number everything prices off can't be known. Here's everything that can.

StrategistIndex #80

Energy

14 stories · index & rising authors
1d agoEnergyTrump opened Venezuela. Chevron just bet $7B that Venezuela oil is backIran tried to shut Hormuz. 17 million barrels still sailedThe CapitalistRising #851d agoEnergyDoomberg: The Oil Market Knows More Than We DoCrack spreads, Venezuela’s comeback potential, Hormuz, and the real forces driving global energy prices.Steve Barton#76Rising #261d agoEnergyDoomberg: Follow the Volume, Not the Oil Price (34-min Video)Canada’s pipeline opportunity, Exxon and Chevron, China’s coal strategy, money printing, and where the next energy winners may emerge.Steve Barton#76Rising #261d agoEnergyWHO KILLED $200 OIL? I FOUND THE WRONG BODY.The crack, the tunnel, and the invoice the bond market just sent.Charlie Garcia#122d agoEnergyHere's My Game Plan For The Oil Trade (Sept 1 Update)In this update, I will focus only on short-term oil trades.HFI Research#192d agoEnergyThe Big Problem With Trump’s 65 Billion Barrel Oil Deal: TimingVenezuela’s oil resources are enormous, but converting it into production will require years of investment and substantially more drilling.Josh Young#312d agoEnergyOil - Tankers Hit, EIA Data IssuesRecording of live extemporaneous video from this morningJosh Young#313d agoOil & Energy MarketsWith American CharacteristicsThe US enters the great state-owned enterprises game.Doomberg#53d agoGeopoliticsKharg Island Being Blown to Smithereens!!! President DJTIn which the leader of the free world devotes a Sunday night to rendering the annihilation of a place that is, at this hour, open for business and slightly bored.Charlie Garcia#126d agoOil & Energy MarketsOil Context Weekly (W35)Crude markets ease back as ECONOMIC D-DAY disappoints and Hormuz transits continue to grind higher, while road fuel scarcity worsens and Washington goes imperial in Venezuela’s oil patch.Rory Johnston#54
Showing 10 stories · newest first