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The Crude Chronicles

Hundreds of paid subscribers

A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues411Founded5 years agoLast Issue19 days ago
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Latest Issues

Sell Out or Drill Out?

A quick one today as we are on the road.

A quick one today as we are on the road. We’ll have our sector slide deck out to you later this week.

19 days ago
11
1
Paid

No Free Lunch for Shareholder Returns

The Gist: The long-term trade-off for better shareholder returns is shorter reserve life and higher marginal costs for today’s producers.

The Gist: The long-term trade-off for better shareholder returns is shorter reserve life and higher m...

23 days ago
7
Paid

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...

a month ago
10
Paid

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).

a month ago
15
3
Paid

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.”

a month ago
10
5
Paid

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  • The Crude Chronicles

    🛢Oil | 📈 Macro | 🌎 Geopolitics | 💣 served up via bomb @$$ charts! Not investment advice………..👇🏼check the blog

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