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The Econolog

Cutting Through Chaos: Your Guide to a Shifting World. From financial markets to geopolitics and energy, I help you navigate the changes that matter.

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Substack
PricingFreemiumPublishesWeekly
Issues166Founded3 years agoLast Issue11 days ago
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Latest Issues

The World Isn’t Running Out of Oil — It’s Running Out of Flexibility

Dear readers,

On May 13, the International Energy Agency (IEA) published its Oil Market Report – May 2026. The findings were alarming. As the report pointed out, crude oil supply from the Gulf countries had declined by 14.4 million barrels...

11 days ago
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Tipping Point

The shift is slow, until it’s sudden: the end of strategic deference

Dear readers,

25 days ago
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The End of Easy Dollars: Swap Lines, Oil Power, and a Fragmenting Order

Unexpected consequences of Trump’s erratic trade policy

Dear readers,

a month ago
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Afghanistan Deal 2.0

The greatest opportunity in the oil business is drawing in the shadiest of characters

Dear readers,

2 months ago
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Negotiating Time

U.S. priorities in the war are shifting quickly – but there’s no denying, Iran holds the key cards

Dear readers,

2 months ago
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