Here's how I find some of my best data

(and one of my best finds of all time)

First some programming notes

1. This content will move behind a paywall on June 1st. Details to come

2. I have been locked out of my Twitter account and customer support is non-existent. Quite convenient given that I am about to launch. So if you want to DM/reach me, email is the best avenue.

3. As an added feature, in the future paying subscribers will get access to the weekly chart pack just in case you don’t want to sit through having to read my weekly ramblings. (shouts out to Rory over at

   Commodity Context
   for the formatting inspiration in the pdf below.)

Onto the weekly ramblings.

3 years ago I did a Google search “OPEC historical capital expenditures” knowing full well that I wouldn’t find much.

But I did find a book titled “Genie Out of the Bottle” - World Oil since 1970.” by M.A. Adelman HERE.

And inside that book on page 268, there is a table that looks like the following:

My eyes were immediately drawn to that footnote.

WHAT IS THAT SOURCE?!