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| Platform | Pricing | Only free issues | Publishes | Weekly | |
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How the market priced the crisis — and what it missed.
40 days of conflict. Five trades that worked. Three signals you should have read earlier. And one strategy that outperform...
One theme. One view. Every week.
Iraq: A Broken Petro-State — Or the Last Mispriced Oil Basin?
Iraq has 145bn barrels of reserves, Brent at $106, and collapsing revenues. The market treats it as structurally broken. Chevro...
Trump arrested Maduro on 3 January 2026. Eighty-five days later, production is at 1.1 mb/d, the majors are still doing due diligence, and the traders are already collecting...
Norway and the UK both tax their oil and gas producers at 78%. One has a thriving industry. The other is on life support. The difference is not the rate — it is...
The energy transition was always going to happen. Just not like this. And not this fast.
Vaclav Smil...
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The writers behind this newsletter.
\ud83d\udce9 Subscribe and explore daily insights on global energy, infrastructure and commodities from deal breakdowns and technical explainers to key news, critical assets and global market moves
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