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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
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Viscosity Redux
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Exit, pursued by a bear
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May 2022
Weekly EIA Status Reports are so boring
Unless they point to screaming deficits
May 18, 2022
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Viscosity Redux
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Weekly EIA Status Reports are so boring
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Stocks Follow Numbers
And you don't burn crude oil in your car
May 2, 2022
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Viscosity Redux
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Stocks Follow Numbers
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April 2022
Is it already over?
Because the market does not believe
Apr 25, 2022
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Viscosity Redux
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Is it already over?
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Delek to me straight
$100 crude too high? Take a look at $150/bbl distillate
Apr 4, 2022
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Viscosity Redux
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Delek to me straight
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The Hitchhiker's Guide to Energy
Barrels, Boards, and Bottlenecks
Apr 1, 2022
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Viscosity Redux
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The Hitchhiker's Guide to Energy
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March 2022
There are not enough BTUs
Y'all ready for it?
Mar 13, 2022
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Viscosity Redux
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There are not enough BTUs
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The Week That Everything Changed
Energy: A New World Order
Mar 6, 2022
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Viscosity Redux
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The Week That Everything Changed
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February 2022
You'd best start believing in RD stories
You're in one
Feb 27, 2022
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Viscosity Redux
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You'd best start believing in RD stories
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Energy Quotes of the Week
Fat (cash flow) & Flat (capex/production)
Feb 18, 2022
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Viscosity Redux
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Energy Quotes of the Week
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And the winner is ... Marathon Oil
These numbers are starting to add up
Feb 17, 2022
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Viscosity Redux
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And the winner is ... Marathon Oil
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As long as refined products stay tight, this continues
Weekly DOEs taking on more importance
Feb 16, 2022
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Viscosity Redux
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As long as refined products stay tight, this continues
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