I got something for ya (again). 114 years of capex - 2023 editionWelcome back Chronicle Crew. In business, we look for end markets and products that have scalability - products and services that can add incrementally more dollars to the topline with little to no additional cost. For content creators, nothing is more magical than being able to…
The material constraints of a shareholder base [Chart(s) of the week]If you were to ask any oil market participant which of the following lines would decline the most following the sanctions against Russia in 2022 a vast majority of the investing public would have said the orange line of Russia. But it didn’t drop as expected!
I got something for ya! 100 years of capex dataWhat’s up Chroniclers?! As many of you know, I study oil cycles and the massive outlier thus far in this cycle has been the lack of a capital spending (capex). The narrative is pretty clear at this point around the subject. managements’ and shareholders’ interests are better…
17 ExxonMobil charts that stood out in 2022Hey everyone fun times this week in energy. Last week’s post was quite timely (HERE). As I stated, It seems to me we are closing the door on the first phase - Doubt. And if I am correct that would lead to the Optimism phase after a brief pause. Whether or not we are in that…
The Crude Chronicles
The Crude Chronicles
The Crude Chronicles
thecrudechronicles.substack.com
The Crude Chronicles
🛢Oil Histories | 📈 Macro | 📖 Company Histories
By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice