WTI Realist’s Newsletter
WTIRealistHow I think about the energy markets, with a healthy dose of realism.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 4 years ago | Last Issue | 3 years ago |
| Active | |||||
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wtirealist.substack.comLatest Issues
Subscriber Launch of HTM Energy
Good afternoon to all paying subscribers — today we are incredibly pleased to announce the initial transition from Substack, to a more significant research offering.
Good afternoon to all paying subscribers — today we are incredibly please...
Draws & Deals — Week №31 Review
Welcome to the weekly, a regular update on inventories, themes, and factors we are watching, in the physical, paper, and equity markets — and what a fun little week it was in Calgary — we got a big asset transaction, a new public player, a...
Back From Break
Both the blog, and crude oil
While the second half has started with a bang (or rather, a crude rip) — it has been, pretty well, in line with everyone’s expectations. Almost poetically, oil started its move upwards on June 27th, and has bee...
Win, Lose, or Draw?
Our second half inventory math
Well, I was supposed to take some time off, but I do love writing about oil, and lots has happened as we have crested into the second half — including the calls for monumental draws getting louder by the day,...
2H23: Not Out of the Woods
16 things I'm thinking about
In again, another deviation from my usual focused exploratory work (which is not going away, by any means) — I write to everyone on vacation, with a summary of my key themes going into the second half — ideas t...
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The writers behind this newsletter.
Energy realism in a divided market.
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