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Exit, pursued by a bear
We are obsessed with just a couple of themes in energy markets today. Front and center is the energy crisis in Europe, particularly with respect to…
Jul 10, 2022 • Viscosity Redux

May 2022

Weekly EIA Status Reports are so boring
Unless they point to screaming deficits
May 18, 2022 • Viscosity Redux
Stocks Follow Numbers
And you don't burn crude oil in your car
May 2, 2022 • Viscosity Redux

April 2022

Is it already over?
Because the market does not believe
Apr 25, 2022 • Viscosity Redux
Delek to me straight
$100 crude too high? Take a look at $150/bbl distillate
Apr 4, 2022 • Viscosity Redux
The Hitchhiker's Guide to Energy
Barrels, Boards, and Bottlenecks
Apr 1, 2022 • Viscosity Redux

March 2022

There are not enough BTUs
Y'all ready for it?
Mar 13, 2022 • Viscosity Redux
The Week That Everything Changed
Energy: A New World Order
Mar 6, 2022 • Viscosity Redux

February 2022

You'd best start believing in RD stories
You're in one
Feb 27, 2022 • Viscosity Redux
Energy Quotes of the Week
Fat (cash flow) & Flat (capex/production)
Feb 18, 2022 • Viscosity Redux
And the winner is ... Marathon Oil
These numbers are starting to add up
Feb 17, 2022 • Viscosity Redux
As long as refined products stay tight, this continues
Weekly DOEs taking on more importance
Feb 16, 2022 • Viscosity Redux
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