The Crude Chronicles
The Crude ChroniclesA blog about the financial history of the Oil & Gas \ud83d\udee2 industry told through charts \ud83d\udcc8 that go back \ud83d\udcaf+ years.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 359 | Subscribers | Read | thecrudechronicles.substack.com |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #238 | |
| #127 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
TED Talk
As the Global Financial Crisis was unfolding, there was a little-known indicator that a handful of banks and trading desks were watching closely—while most of the world paid no attention.
KISSing CVX and COP (FREE POST)
On (most) Mondays, I feature a few charts from a post that was behind the paywall to provide you with (1) a look at my historical research process & product in order to (2) hopefully entice you to try out the paid subscription service by hi...
Incentives Alignment in Offshore.
The Gist: Consolidation, little risk of another build cycle, and improved incentive structures that favor equity holders are making offshore drillers investable once again.
Pop a CAPM in non-O&G equities.
The Gist: Markets are increasingly using inflation expectations as the primary driver of equity risk premiums rather than Fed suppression of real rates.
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Authors
The writers behind this newsletter.
\ud83d\udee2Oil | \ud83d\udcc8 Macro | \ud83c\udf0e Geopolitics | \ud83d\udca3 served up via bomb @$$ charts! Not investment advice………..\ud83d\udc47\ud83c\udffccheck the blog
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