The Crude Chronicles
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 |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 409 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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thecrudechronicles.substack.comLatest Issues
Non-Refining Indices for the Eyeballs
The Gist: Keep an eye on the Regional and National manufacturing survey data to watch for any signs of middle distillate demand destruction.
The Gist: Keep an eye on the Regional and National manufacturing survey data to watch for any sign...
Doubt is Out. Optimism is In. (4Q26 Chart Pack Video)
A recording by The Crude Chronicles
As promised, today’s post features a video presentation of the main slides within my 4Q26 Chart Pack, which was released earlier this week (HERE).
Doubt is Out. Optimism is In. 4Q26 Chart Pack
My 4Q26 Macro Chart Pack (available below the paywall — 56 pages) is out, titled “Doubt is Out.
My 4Q26 Macro Chart Pack (available below the paywall — 56 pages) is out, titled “Doubt is Out. Optimism is In.”
"Optimism Is In" — 4Q26 Chart Pack Tomorrow
Tomorrow I am publishing my 4Q26 O&G Macro Chart Pack titled “Doubt is Out. Optimism is In.”
The great market technician Alan Shaw described markets (HERE) as moving in three waves, both up and down, briefly interrupted by consolidation pe...
Midterm Material Constraints
The Gist: A refined product export ban would likely lead to lower refinery utilization because refiners are incentivized on profit growth and value creation (ROCE), not utilization or other growth metrics.
The Gist: A refined product expor...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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\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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