Kardamow
Riko KardamowIndependent, irreverent research on energy, macro, and geopolitics.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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kardamow.substack.comLatest Issues
Dead Stock
The day after the weekly report posted its 13.3-million-barrel headline — and the day my assay of that parcel went out under the title Not Good Delivery — the EIA’s Today in Energy desk published a short explainer built around a question, “...
Not Good Delivery
The Weekly Petroleum Status Report posted at half past ten on Wednesday morning, eighteen hours after the US Navy’s blockade of Iranian ports took effect and a few hours after a fourth consecutive night of strikes ran seven hours down Iran’...
Repayable on Demand
Two of ADNOC's supertankers, the Al Bahyah and the time-chartered Mombasa B, were hit before dawn on Tuesday in the southern lane of the Strait of Hormuz — one Indian seafarer killed, eight injured, both hulls damaged — and by the time the...
The Double-Counted Barrel
The Energy Information Administration completed the modelling for its July Short-Term Energy Outlook on 1 July and published it at midday on Tuesday the 7th — the last calm afternoon this market has had.
Before dawn on the 8th, CENTCOM pu...
You Cannot Net a War Against a Boom
The IMF’s forecasters closed their books on 10 June — the commodity assumptions in the July update are struck off market pricing as of that date — and built the whole document on one operating assumption: the reopening of the Strait of Horm...
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research on energy, macroeconomics, and geopolitics.
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