Why subscribe?

This newsletter is unique — I am a commodities bull, always have been. I love the oil and gas industry, it’s a group of the most creative people in the world, not to mention the most important. But everything I publish is realistic (hence the name) — I have no motivations in either direction, and I aim to erase the bias that many commodities based commentary platforms inherently have.

My substack is about managing expectations, identifying disconnects in the market, defining risk, and niche, data based research readers can use to inform their own decisions. At times there may be no directly actionable takeaway (like this Russia macro review), and at times my writings will be strictly building logic around a trade (like this Pine Cliff Energy pair idea). For those looking for concise recommendations, this is not a publication for you.

Investors looking to understand the constantly evolving energy market with no predisposition will glean tremendous value from this blog. This is a predominantly paid publication. Every article is meticulously research, and accompanied with dozens of charts, tables, models, and maps. I am to keep things generally conversational, while remaining informative and concise (though at times I need to break things into multiple parts).

I appreciate all my reader’s enthusiasm, and truly do enjoy writing for everyone.