Kalibr Nominally Hedged

Kalibr Nominally Hedged

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Commodity Context
Commodity Context
By Rory Johnston
Data-centric, visualization-forward oil market research | Thematic deep-dives, monthly data reports, and a weekly market wrap-up every Friday
“Rory charts the oil market's actual flows: who is producing, moving, and storing what, in visuals that do the arguing for him. The macro picture our cost work lives inside.”
— Ian Myers
The Crude Chronicles
The Crude Chronicles
A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.
“A century of oil and gas financial history, hand-built into charts that exist nowhere else. The fastest way to learn that whatever this cycle is doing, it has done before, with worse data.”
— Ian Myers
Super-Spiked
Super-Spiked
By Arjun Murti
Super-Spiked focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities
“Energy macro and corporate strategy from the analyst behind the original super-spike call. Written for people who allocate capital rather than opinions.”
— Ian Myers
Bison Insights
Bison Insights
By Josh Young
Oil and Gas Investments - Potential 10x at $100 Oil and Other Themes | Check out our About page for pricing and FAQ
“Public oil and gas equities, valued like someone actually intends to own them. Josh does the intrinsic-value work that sell-side coverage gestures at.”
— Ian Myers
Digital Oil and Gas
Digital Oil and Gas
By Geoffrey Cann
Independent analysis and commentary on digital innovation in the energy sector. Podcasts, video newsletters, and long-form articles for energy professionals and the technology companies that serve them.
“Geoffrey covers the oilfield's technology layer with a practitioner's skepticism. Whether you buy digital tools or sell them, read him before the next demo.”
— Ian Myers
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