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 | 391 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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thecrudechronicles.substack.comLatest Issues
Allocating to Exxon
The Gist: We make a case for 9% per annum share price appreciation and 3% dividend yield based on present capital allocation strategies.
The Gist: We make a case for 9% per annum share price appreciation and 3% dividend yield based on pres...
Let the Refiners Run
The Gist: Let the refiners continue to run until capacity expansion projects are once again back in vogue and management’s capital allocation strategies begin to change.
The Gist: Let the refiners continue to run until capacity expansion p...
AI Incentives are the Business Cycle
The Gist: Big Tech executives are rewarded for growth, not capital efficiency.
The Gist: Big Tech executives are rewarded for growth, not capital efficiency. As markets increasingly question the returns on AI spending, relative share price...
Oil Thoughts with Doug Garber of Pitch the PM
I recently had the opportunity to join Doug Garber on the Pitch the PM podcast.
Doug is a former Senior Portfolio Manager at Millennium and a former analyst at Citadel. Through Pitch the PM (HERE), he takes listeners inside the minds of he...
Supplying the Demand.
For decades, BP’s Statistical Review of World Energy has been the industry’s gold standard for historical energy data.
For decades, BP’s Statistical Review of World Energy has been the industry’s gold standard for historical energy data. T...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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| #159 |
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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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