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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.

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Substack
PricingFreemiumPublishesTwice weekly
Issues371Founded4 years agoLast Issue8 days ago
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Latest Issues

Farming the Permian

There’s a great chart from the U.S.

Programming Note: I’ll be out of the office this week and back in your inbox next week. How many Axios-reported ceasefires do you think we’ll get in that time? See you then.

8 days ago
13
Paid

Incentivizing Refiners over Chipmakers

2025 U.S. Refining Compensation Review

The Gist: The U.S. refining industry has incentive structure characteristics that the rest of the industry should mirror. Despite some near term seasonality headwinds, these incentive structures will...

12 days ago
17
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The Big Unit™ Breaks Out

The Gist: In this post we show ExxonMobil’s earnings power out to 2028 through a historical lens and what that could mean for the Big Unit™.

The Gist: In this post we show ExxonMobil’s earnings power out to 2028 through a historical lens a...

15 days ago
12
5
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Integrating Incentives into your Framework

Annual Integrated Oil & Gas Incentive Report

The Gist: Chevron’s incentive structure remains the most aligned with shareholder interests, while BP has the most room to improve—and is beginning to do so. Our mantra remains the same: de-emph...

19 days ago
12
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Clipping Coins

The Gist: Global money supply shows no signs of slowing and neither will oil and all other commodities.

The Gist: Global money supply shows no signs of slowing and neither will oil and all other commodities.

22 days ago
21
3
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  • 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

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