Sitemap - 2024 - The Crude Chronicles
Erratum - Making Sense of Refining
A view into NOC Capex - It's not boom town
Onshore Drillers - feet per rig.
Consensus is Shifting (But that’s a good thing)
From Boom to Balance: The E&Ps
Feb GM2 vs. Oil - further deceleration.
ExxonMobil vs Chevron - Apr 2024 Update
OFS, ROCE & WACC | Alphabet Soup
The Most Important Chart - Oil vs S&P500
I Got Bearish Vibes but the Cycle is Alive
I got bearish vibes for oil later this year.
115 Years of Oil & Gas Capex, Voila!
Well Productivity - A Bullish Historical Perspective
It's costing more to find a barrel.
The PBoC is doing its part to prime the GM2 Oil Pump
The Red & Blue Pills in Energy.
Oilfield Service | Coming off trough
Energy vs. Tech - The Shareholder Value Bet
Refining - The Best Returns in Energy
Who will step up to the ROCE plate?
These Diabolical Capex Charts are Coming Together!
85 years of Canadian Oil & Gas Capex Cycles
XOM Unwrapped: The Story Told by 112 years of Data
The D.O.PE. Cycle as told via Annual Reports.
SLB, International & Offshore: what’s the relationship?
Oilfield Service Stocks: 3 findings from 62 years of data
I challenge you to combat! The history of Valaris.
It's not the Houthis it's the SHIBORs!
The "Crude Conundrum" 157 years and counting