Sitemap - 2023 - The Crude Chronicles
Did Powell put a bow on a petroleum present?
“Everybody has a plan until they get punched in the mouth.”
The material constraints to the Saudis opening the taps.
ConocoPhillips: From Standard Oil to The Standard in Returns - A financial history revisited
Beyond Party Lines: Petroleum & Politics
Petrobras Capex - What jumps out to me
Another Turkey Day of Terror - Crude Chronicles Energy Index Update
Refining cycles - A unique view
The Energy Transition & Freeport-McMoran's History
Well productivity - a historical perspective.
The Significance of the XOM & PXD Deal. Thanks to my friends at FLOW.
What the Sahm rule means for us Oil & Gas people.
443 quarters of earnings - XOM, CVX, HAL and SLB.
O&G stocks in the 1970s - what really happened
Global Dollars and Oil "because that's where the money is"
The rebirth of Hess - A History Revisited
Oil Shocks, Energy Stocks, Gold, Bonds and the Mosaic
XOM & PXD - Riding the waves (and a bunch of cycle thoughts)
It's not about peak demand it's at what price!
Transitioning from “Doubt” to “Optimism”.
Exploration was dead! Long live exploration!
Oil & gas market cap to GDP & meaningless averages
"Risk On" in Energy - the chart I check every day
The O&G Industry Needs a Strong Shell
Have you heard of my SAPE ratio?
Copper, Crude & Incentives (chart of the week)
114.5 years of Capex data - 2023 mid year update
Petroleum, Politics & Energy Portfolio Performance
Oil & Gas Equities - 3 key insights
A mini mining announcement (chart of the week)
Oil & Gas - It truly is a 10% return on capital business.
Covid, consistency, commodities & consensus is for cowards
Big Oil's Mid Year ROCE Report Card - (sometimes it's more an art than a science)
Oil's job now is to drive the consumer into a recession
If you believe in the cycle you want energy stocks to appear "cheap"
An XOM & CVX earnings recap that will hopefully get read.
O&G Industry F&D Costs - 2022 data dropping late in 2023
Does AI have something to learn from energy?
Tiger vs. Jack - LeBron vs. Jordan - HAL vs. SLB
Three things they don't tell you about the "energy transition"
The industry needs to do some more Doodlebugging!
It's a Relative RORO World Yo!
Tell your CFO to look at this chart before you split the stock (Chart of the week)
Oilfield Service & Equipment Cycles in 12 charts!
Powell, Pauses & Petroleum - (charts of the week)
What do the Trust Busters, ESG, Standard Oil, Shareholder Returns & Offshore all have in common?
Don't fight the Fed. Let's revisit it.
These are the charts I am watching right now.
Isn't the "inventory" issue a good thing?
There's some ROCE swimming in the water. Get a boat and start paddling.
Reflexivity in Energy [Chart(s) of the Week]
Building a Pizza Shop, Brick by Brick - The Story of Crude Chronicles
Biggie vs. TuPac. XOM vs. CVX (chart of the week)
Here's how I find some of my best data
E&Ps, Keto and Carbs (Chart(s) of the week)
Technology adaptation and the tragedies in human history.
The consumer, oil, the Fed and a bunch of charts of the week
This 2 step strategy helped me get through college and put together this history of Pioneer, $PXD
Here's my version of an earnings recap these days
Imperial Oil - The Financial History (this one's for the Crude Chronicle Canadian Crew)
Not all relationships are linear - F&D and oil.
The holy trinity of U.S. LNG will be tested.
Returns on Capital for Dummies like me (COTW)
The regional banking crisis messed things up but I had to publish this update anyways
Russian Barrels are more "Rocky" than Ivan Drago (chart of the week)
I messed up last week & I also have these charts on Chevron for you.
This chart wont make you $$$ but may provide some perspective (COTW)
I got something for ya (again). 114 years of capex - 2023 edition
The material constraints of a shareholder base [Chart(s) of the week]
17 ExxonMobil charts that stood out in 2022
After searching for 20 years, I found it! [Chart(s) of the Week]
Halliburton's Financial History in Charts (2023 edition)
I'm calling it quits...(sort of)
"The Club" Rockefeller's Standard Oil Trust in 19 Charts
Put this in your DCF and smoke it! (all 21 charts)
"The Drillers Strike Back" - The Story of Nabors Industries.
I'm gonna let a little bit of the genie out of the bottle (the one year anniversary post)
It's 2023 and here is SLB (financial history updated with 2022 data)
The O.G. in OFE and its name is NOV