Kardamow
Riko KardamowIndependent, irreverent research on energy, macro, and geopolitics.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 110 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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kardamow.substack.comLatest Issues
Nobody Built That Diesel
I spent Wednesday running last week’s gauges against the new tables, and I’ll give you the scorecard straight: the East Coast went through 20 million on schedule, the reserve is sitting on its line, the jet-export gauge blinked, and the one...
Europe Is Storing Its Winter in Louisiana
I’ve spent the last week of August reading the EIA, the IEA, the IGU, CSIS and Goldman against each other — the agencies, the industry, the think tank and the sell side, each holding a different piece of the same winter, and the question I...
A Hundred-Dollar Crack Buys No Diesel
Every Wednesday I open the EIA release the same way — Table 1, then the district split — and most weeks the district split is where I stop learning anything.
This week it was where the piece started.
Midwest refineries took 4,359 thousa...
Texas Just Margin-Called the AI Boom
I am no expert on artificial intelligence, and three weeks of reading has not made me one — but the question that has held my attention since the start of August turned out not to be a technology question at all.
The question is whether t...
The Floor Is Not Zero
The 4.4-million-barrel build came out of a 5.3-million SPR draw — the gauge is rising while every tank that matters nears its suction line.
I spent the afternoon inside the one document this market claims to trade — the EIA’s weekly petrol...
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research on energy, macroeconomics, and geopolitics.
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