Share this postThematic Contentthecrudechronicles.substack.comCopy linkFacebookEmailNoteOtherThematic ContentThe Crude ChroniclesApr 05, 2024Share this postThematic Contentthecrudechronicles.substack.comCopy linkFacebookEmailNoteOtherShareLatest Chart DeckI Got Bearish Vibes but the Cycle is AliveThe Crude Chronicles·Apr 5Read full storyLong Term Return on Capital CyclesOil & Gas - It truly is a 10% return on capital business.The Crude Chronicles·August 18, 2023Read full storyOilfield Service | Coming off troughThe Crude Chronicles·Mar 1Read full storyRefining - The Best Returns in EnergyThe Crude Chronicles·Feb 23Read full storyE&Ps, Keto and Carbs (Chart(s) of the week)The Crude Chronicles·May 17, 2023Read full storyThere's some ROCE swimming in the water. Get a boat and start paddling.The Crude Chronicles·June 3, 2023Read full storyLong Term Capital Spending Cycles115 Years of Oil & Gas Capex, Voila!The Crude Chronicles·Mar 22Read full storyWell Productivity - A Bullish Historical PerspectiveThe Crude Chronicles·Mar 19Read full storyIt's costing more to find a barrel.The Crude Chronicles·Mar 12Read full storyThese Diabolical Capex Charts are Coming Together!The Crude Chronicles·Feb 13Read full story85 years of Canadian Oil & Gas Capex CyclesThe Crude Chronicles·Feb 2Read full storyPetrobras Capex - What jumps out to meThe Crude Chronicles·December 1, 2023Read full storyThe industry needs to do some more Doodlebugging!The Crude Chronicles·July 11, 2023Read full storyO&G Industry F&D Costs - 2022 data dropping late in 2023The Crude Chronicles·July 28, 2023Read full storyThe Crude Chronicles Energy IndicesOil & Gas Equities, 1894-1Q24The Crude Chronicles·Mar 15Read full storyOilfield Service Stocks: 3 findings from 62 years of dataThe Crude Chronicles·Jan 19Read full storyOil & gas market cap to GDP & meaningless averagesThe Crude Chronicles·September 29, 2023Read full story"Multiple" ObservationsThe Crude Chronicles·November 28, 2023Read full storyHave you heard of my SAPE ratio?The Crude Chronicles·September 19, 2023Read full storyOil & Gas Equities - 3 key insights The Crude Chronicles·August 25, 2023Read full story
