The Barrel Brief
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| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | a year ago | Last Issue | a month ago |
| Active | |||||
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thebarrelbrief.substack.comLatest Issues
THE BARREL BRIEF Week of April 12, 2026 — Edition #8
THE BIG TAKE
Making Money in a War — The Iran Playbook
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...
THE BARREL BRIEF Week of April 05, 2026 - Edition #7
One theme. One view. Every week.
THE BIG TAKE
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...
THE BARREL BRIEF Week of March 29, 2026 — Edition #6
THE BIG TAKE
Venezuela: The Winners Are Already In. Are You?
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...
THE BARREL BRIEF Week of March 22, 2026 — Edition #5
THE BIG TAKE
The UK North Sea: How to Destroy an Industry in Four Years
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 BARREL BRIEF Week of March 15, 2026 — Edition #4
THE BIG TAKE
The Renewables Reckoning — The Biggest Misallocation of Capital of the Decade
The energy transition was always going to happen. Just not like this. And not this fast.
1. Smil Was Right All Along
Vaclav Smil...
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\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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