No Laffan Matter
It was a no good, very bad week for the European Union.
No Laffan Matter β’ It was a no good, very bad week for the European Union.
06.03.2026 10:03
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Duration Risk
What 36 hours of market action teaches us about the war.
Duration Risk β’ What 36 hours of market action teaches us about the war.
03.03.2026 14:57
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War Dashboard
What to look for when energy markets open tonight.
War Dashboard β’ What to look for when energy markets open tonight.
01.03.2026 10:00
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Call of Duty
Advances in offshore oil and gas development vastly expand global hydrocarbon potential.
Call of Duty β’ Advances in offshore oil and gas development vastly expand global hydrocarbon potential.
27.02.2026 10:01
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Infinity Machines
Advances in offshore oil and gas development vastly expand global hydrocarbon potential.
Infinity Machines β’ Advances in offshore oil and gas development vastly expand global hydrocarbon potential.
23.02.2026 10:02
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Copper: Imminent Supercycle or Mostly Hype?
Pro Tier | February 2026 Doom Zoom
Copper: Imminent Supercycle or Mostly Hype? β’ Pro Tier | February 2026 Doom Zoom
20.02.2026 13:53
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More Cowbell
Thoughts on whatβs missing from the 20th sanctions package against Russia.
More Cowbell β’ Thoughts on whatβs missing from the 20th sanctions package against Russia.
17.02.2026 11:02
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Hard Landing
Motorists in Northern California enter the hurt locker.
Hard Landing β’ Motorists in Northern California enter the hurt locker.
14.02.2026 10:01
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Genetically Modified Weeds
A disconcerting look at the global herbicide arms race.
Genetically Modified Weeds β’ A disconcerting look at the global herbicide arms race.
07.02.2026 10:00
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Fit to Print
One news event, many spins: A global propaganda tour.
Fit to Print β’ One news event, many spins: A global propaganda tour.
04.02.2026 10:00
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Big Joe Jafurah
The Middle Eastβs rapidly changing relationship with natural gas.
Big Joe Jafurah β’ The Middle Eastβs rapidly changing relationship with natural gas.
31.01.2026 10:01
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A Brief History of Times
Trump, Exxon, and the next three years.
A Brief History of Times β’ Trump, Exxon, and the next three years.
27.01.2026 10:00
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Borrowed Time
The European Union is now at war with everybody. Political heads must roll.
Borrowed Time β’ The European Union is now at war with everybody. Political heads must roll.
23.01.2026 10:01
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Assisted Thinking
The Western mediaβs relentless greenwashing of Chinaβs coal addiction.
Assisted Thinking β’ The Western mediaβs relentless greenwashing of Chinaβs coal addiction.
20.01.2026 10:01
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Cold Truths
Physics, storytelling, and forgetting hard-fought wisdom.
Cold Truths β’ Physics, storytelling, and forgetting hard-fought wisdom.
17.01.2026 10:01
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Emerging Glut
The US has a propane problem.
Emerging Glut β’ The US has a propane problem.
14.01.2026 10:01
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Intelligent Design
Ohio gets the data center game right.
Intelligent Design β’ Ohio gets the data center game right.
10.01.2026 10:01
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Spoils of War?
Pro Tier: January 2026 Doom Zoom
Spoils of War? β’ Pro Tier: January 2026 Doom Zoom
07.01.2026 14:36
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Lost in Space
Data centers in orbit? This is going to be fun.
Lost in Space β’ Data centers in orbit? This is going to be fun.
06.01.2026 10:02
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Tempting Target
Greenland? Venezuela? Alberta? Maybe. But donβt sleep on Saskatchewan.
Tempting Target β’ Greenland? Venezuela? Alberta? Maybe. But donβt sleep on Saskatchewan.
02.01.2026 10:01
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Crude Analysis
The traditional ways of judging oil markets have become obsolete.
Crude Analysis β’ The traditional ways of judging oil markets have become obsolete.
30.12.2025 10:01
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Becauseβ¦Reasons
Trump Media gets into the nuclear fusion business.
Becauseβ¦Reasons β’ Trump Media gets into the nuclear fusion business.
27.12.2025 10:00
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Silent Allies
The oddly muted response from Putin and Xi to Trumpβs Venezuela play.
Silent Allies β’ The oddly muted response from Putin and Xi to Trumpβs Venezuela play.
23.12.2025 10:01
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Artificial Intelligence
Pro Tier: December 2025 Doom Zoom
Artificial Intelligence β’ Pro Tier: December 2025 Doom Zoom
19.12.2025 14:24
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China Speed
Has the worldβs largest oil importer finally unlocked shale?
China Speed β’ Has the worldβs largest oil importer finally unlocked shale?
17.12.2025 10:02
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Hits and Misses
A look back at how we did in 2025.
Hits and Misses β’ A look back at how we did in 2025.
14.12.2025 10:02
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Yesterdayβs War
How important are seaborne oil exports to Russia?
Yesterdayβs War β’ How important are seaborne oil exports to Russia?
11.12.2025 10:02
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War Rations
Is China secretly preparing for a major kinetic conflict?
War Rations β’ Is China secretly preparing for a major kinetic conflict?
06.12.2025 10:01
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Alberta Unstuck
Mark Carneyβs βNixon goes to Chinaβ moment and what comes next.
Alberta Unstuck β’ Mark Carneyβs βNixon goes to Chinaβ moment and what comes next.
03.12.2025 10:02
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Turnabout Is Fair Play
Can coal cure Americaβs rare earth crisis?
Turnabout Is Fair Play β’ Can coal cure Americaβs rare earth crisis?
29.11.2025 10:00
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