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 | 352 | Subscribers | Read | thecrudechronicles.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Value in Oil Shocks
The Gist: In an energy-induced recession, energy stocks typically decline on an absolute basis but still outperform the S&P 500.
The most important chart in commodities.
A short & free one today for all subscribers. For those who haven’t converted yet, hit the link below and give it a shot. And for those already below the paywall, thank you for the support.
Cracks in the System
The Gist: The loss of crude feedstock to the Asian refining complex, following the effective closure of the Strait of Hormuz, is driving a rapid widening in crack spreads.
Getting the Band Back Together
Twenty-three years ago, I walked into a room to interview for a junior sell-side analyst position with Barry Bannister at Legg Mason, which later became Stifel—where he now serves as Chief Equity Strategist.
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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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