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Energy IQ

Pandreco

Energy, Economics, Politics and Engineering

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues118Founded5 years agoLast Issue10 days ago
Active

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Latest Issues

Cracking Up

TL;DR: In a normal world, as the price of crude varies so goes the price at the pump. In a normal world, disruption in the Strait of Hormuz would see both crude and pump prices sky rocketing. In a normal world, nobody would know what a cr...

10 days ago
9
2

The Generation Game

The Sons of Mary seldom bother, for they have inherited that good part

From Shirtsleeves to Shirtless

Sam Bronfman came to Canada in 1889 with the clothes he stood in and a family escaping pogroms. He started in the prairie hotel tra...

18 days ago
17
17

Pipe Dreams: A Tale of Two Carneys?

May I have your attention, please?
May I have your attention, please?
Will the real Slim Shady please stand up?
I repeat
Will the real Slim Shady please stand up?

Eminem

On the morning of July 2nd, Mark Carney stood...

a month ago
7
4

China Syndrome - Demand and Command

In every previous oil shock, the market has asked the same question: who is the swing producer? Who has the spare capacity, the political will to ramp-up production and put barrels back into a broken market? For as long as I can remember th...

2 months ago
18
3

𝐖𝐚𝐢𝐭𝐢𝐧𝐠 𝐟𝐨𝐫 𝐆𝐨𝐝𝐨𝐢𝐥

On April 30th, the June Brent contract expired (”rolled”) around $114/bbl while the July contract, which immediately became the headline benchmark, traded closer to $108/bbl. Within days, deferred Brent pricing moved lower still, toward the...

4 months ago
9

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  • Pandreco

    Energy Security Specialist

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