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OFS, ROCE & WACC | Alphabet Soup
(A valuation methodology for OFS that works)
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The Crude Chronicles
5:08
XOM’s REAL all time high
(it’s getting close)
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The Crude Chronicles
6:14
The Most Important Chart - Oil vs S&P500
The first recorded nominal price for oil was $20 per barrel in September 1859. From that point, it would decline by 99.5% to $0.10 per barrel by January…
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The Crude Chronicles
I Got Bearish Vibes but the Cycle is Alive
(2Q24 Chart Pack)
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The Crude Chronicles
2
I got bearish vibes for oil later this year.
The Gist: (1) Global M2 Money Supply (GM2) just fell out of bed and GM2 leads oil price momentum. (2) The “risk on” sector of oilfield service is NOT…
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4

March 2024

The O&G Cycles - Free Post!
What’s up everyone? I told you I would be away on vacay this week but I couldn’t help myself. History is nothing more than someone’s interpretation of…
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The Crude Chronicles
115 Years of Oil & Gas Capex, Voila!
(2023 Update - It’s a Recovery Cycle not a Reinvestment Cycle)
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The Crude Chronicles
7:41
Well Productivity - A Bullish Historical Perspective
Hey Gang, next week I will be away in Cancun, Mexico. Don’t be jealous, the kids (6 & 7 years old) will be with us, so it’s a trip not a vacation…
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The Crude Chronicles
Oil & Gas Equities, 1894-1Q24
(The valuation gaps are closing.)
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The Crude Chronicles
12:13
3
It's costing more to find a barrel.
(2023 Organic Finding & Development Costs)
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The Crude Chronicles
7:07
3
The PBoC is doing its part to prime the GM2 Oil Pump
The Gist: The post on Tuesday was about the long-term drivers of oil prices (HERE). Today’s post discusses the cyclical drivers. (1) Global money supply…
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The Crude Chronicles
1
The Red & Blue Pills in Energy.
(Throw that Supply & Demand model out)
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