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The Going Concern (Energy Edition)

Rayna

A clear, practical perspective on oil, gas, power, and energy markets from a CPA's perspective.

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Substack
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Devon + Coterra: A Merger That Signals the Next Phase of Shale Consolidation

A potential all-stock merger between Devon Energy and Coterra Energy is gaining momentum, with Bloomberg, Reuters, and several financial outlets reporting active negotiations. This deal, if completed, would become one of the largest U.S. up...

a month ago
6
0

The Economics Behind Halting Bakken Drilling

If you begin talking about shale oil and gas exploration and production, and especially Bakken Shale, there are few names that come to mind more readily than Harold Hamm. The founder of Continental Resources, a wildcatter, and a pioneer of ...

2 months ago
11
3

Venezuela, Oil Markets, and the Illusion of Tightness

Venezuela has re-entered the energy conversation in a big way. Every major outlet seems to be running headlines on the country’s political tug‑of‑war with the U.S. and the global implications for oil flows. Beneath the noise, the market is ...

2 months ago
5
0

What Brought Me Here?

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2 months ago
10
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  • Rayna
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