The Going Concern (Energy Edition)
RaynaA clear, practical perspective on oil, gas, power, and energy markets from a CPA's perspective.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 7 | Founded | 5 months ago | Last Issue | a month ago |
| Active | |||||
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thegoingconcernenergyedition.substa...Latest Issues
When the Strait Closed: What ExxonMobil's 1Q26 Earnings Teach Finance Leaders About Resilience
On May 1, 2026, ExxonMobil reported first-quarter results into a market that had just lived through one of the most volatile commodity moves in modern history. The Strait of Hormuz had been disrupted. Two Qatari LNG trains in which ExxonMob...
Beyond the Pump: The Hidden Economic Shockwaves of the Strait of Hormuz Closure
Everyone is watching crude oil prices. They should be watching petrochemicals.
As the U.S.-Iran war grinds past the one-month mark and the Strait of Hormuz remains effectively closed to commercial shipping, the financial media has understa...
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...
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...
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...
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