Reletter
Artwork for The Crude Chronicles

The Crude Chronicles

Hundreds of paid subscribers

A blog about the financial history of the Oil & Gas \ud83d\udee2 industry told through charts \ud83d\udcc8 that go back \ud83d\udcaf+ years.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues381Founded4 years agoLast Issue7 days ago
Active

Read this Newsletter

thecrudechronicles.substack.com
Artwork for The Crude Chronicles

Latest Issues

"Rationalize, Baby, Rationalize!"

The Gist: The U.S. onshore oil & gas service industry faces four structural headwinds: shifting customer behavior, increased leverage by E&P customers over OFS suppliers, technology-driven productivity gains that are rendering the day-rate...

7 days ago
13
Paid

84th Percentile Performance

The Gist: Energy equities have rallied sharply since last fall, but historically, momentum at the 84th percentile has not been a reliable signal of impending underperformance.

The Gist: Energy equities have rallied sharply since last fall,...

11 days ago
7
Paid

Yogi Barrel-ism

The Gist: We update our oil price vs.

The Gist: We update our oil price vs. marginal cost model to add the fourth factor of Central Bank policy in response to higher energy prices. Fair value for oil is still $80. The floor (-1 standard de...

14 days ago
19
2
Paid

sPUDing the well

The Gist: The cost to convert PUDs is steadily rising (9% CAGR since 2021).

The Gist: The cost to convert PUDs is steadily rising (9% CAGR since 2021). International integrateds are seeing more pressure while U.S. oily E&Ps are rising as w...

18 days ago
8
4
Paid

Growth at Any Cost—agAIn

The Gist: There is no governor on AI spending growth.

The Gist: There is no governor on AI spending growth. Management teams are incentivized to grow, and until share prices begin to underperform, there is little reason for them to pivot....

21 days ago
20
5
Paid

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for The Crude Chronicles.

SubscribersEngagement77Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Chart Rankings

How this newsletter ranks in the official Substack charts.

#150
Substack
/Finance(Paid)

Authors

The writers behind this newsletter.

  • The Crude Chronicles

    \ud83d\udee2Oil | \ud83d\udcc8 Macro | \ud83c\udf0e Geopolitics | \ud83d\udca3 served up via bomb @$$ charts! Not investment advice………..\ud83d\udc47\ud83c\udffccheck the blog

  • Frequently Asked Questions

    How can I access the email archive for The Crude Chronicles?

    You can find recent issues that have been published by The Crude Chronicles on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does The Crude Chronicles have?

    To see how many people subscribe to The Crude Chronicles, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in The Crude Chronicles?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch The Crude Chronicles as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like The Crude Chronicles?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact The Crude Chronicles using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to The Crude Chronicles?

    Scroll up to where it says Related Newsletters to see other publications like The Crude Chronicles. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact The Crude Chronicles?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.