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Free Webinar: Venezuela’s Oil Industry
Hey gang,
Feb 9
•
The Crude Chronicles
1
Stepping into the Refining Room
The Gist: The capital spending binge of todays monopolies harkens back to the original monopoly in Oil & Gas - Standard Oil Trust.
Feb 6
•
The Crude Chronicles
7
1
A whiff of reflation
The Gist: A return of economic growth in emerging markets would provide upside for global oil demand.
Feb 3
•
The Crude Chronicles
8
1
Competing for Capital
One of the simplest questions in markets is also one of the hardest to answer: why are some sectors consistently valued more richly than others?
Jan 30
•
The Crude Chronicles
7
2
A different way to pick your Oil stocks
The Gist: Among pure-play U.S.
Jan 27
•
The Crude Chronicles
9
2
Latest
Top
Discussions
XOM. 10 more Dinero to go.
The Gist: $143 per share represents a critical juncture for XOM.
Jan 23
•
The Crude Chronicles
6
2
It pays to sell.
The Gist: The Coterra & Devon combination is yet another example of Stage 3 of the Petroleum Cycle.
Jan 20
•
The Crude Chronicles
9
Late Cycle Vibes.
The Gist: The improvement in OFS relative to other sectors could mean we are into the late-cycle rotation of the power boom.
Jan 16
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The Crude Chronicles
5
1
Politics and Portfolios in Miami
The Gist: A recap of my thoughts following the Goldman Sachs Energy Conference.
Jan 13
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The Crude Chronicles
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2
3
Video Version - Balances Say Sell, Company Fundamentals Say Buy.
1Q26 Chart Pack
Jan 9
•
The Crude Chronicles
12
1
38:34
Balances Say Sell, Company Fundamentals Say Buy. 1Q26 Chart Deck
My 1Q26 Macro Chart Deck (available below the paywall — 56 pages) is out, titled “Balances Say Sell, Company Fundamentals Say Buy.”
Jan 6
•
The Crude Chronicles
8
3
3
Fundamentals Still Apply in Caracas
The Gist: Big Oil still needs to earn a return on capital to justify investment— even in Venezuela.
Jan 5
•
The Crude Chronicles
32
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The Crude Chronicles
A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.
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