Kardamow
Riko KardamowIndependent, irreverent research on energy, macro, and geopolitics.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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kardamow.substack.comLatest Issues
Why Is Propane in Glut While Crude Is Priced for Scarcity?
For four months the oil market has traded a proposition rather than a barrel, and the proposition was that a Strait of Hormuz closed since February had made American energy genuinely scarce — scarce enough to carry WTI from sixty dollars at...
One Rate, Two Targets
On the fifth of May the Reserve Bank of Australia lifted the cash rate by a quarter of a percentage point, and the sentence that did the real work in the statement was not about jobs or housing but about oil — the risk that the price shock...
Iran Buys the Lathe, Not the Brain
The agreement meant to end the war was announced in mid-June and signed days later — President Trump putting his name to it, President Pezeshkian his, on a sixty-day memorandum brokered through Pakistan and Qatar — and it lifted two blockad...
Borrowing to Lend
In the autumn of 2023, Vladimir Putin joined a video link to mark a delivery — the first uranium for the Rooppur plant in Bangladesh, a 2.4-gigawatt station that Rosatom designed, is building with Russian labour, will operate, and will fuel...
Whose Refinery Runs at Ninety-Six Per Cent?
The Energy Information Administration drops its weekly petroleum numbers at half past ten on a Wednesday, and the desk reads them the way it reads a fever chart — fast, top to bottom, hunting the one line that confirms or breaks the positio...
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research on energy, macroeconomics, and geopolitics.
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