Archive - WTI Realist’s Newsletter

Subscriber Launch of HTM Energy

Good afternoon to all paying subscribers — today we are incredibly pleased to announce the initial transition from Substack, to a more significant…

Sep 13, 2023 •

August 2023

Draws & Deals — Week №31 Review

Welcome to the weekly, a regular update on inventories, themes, and factors we are watching, in the physical, paper, and equity markets — and what a fun…

Aug 5, 2023 •

July 2023

Back From Break

Both the blog, and crude oil

Jul 31, 2023 •

Win, Lose, or Draw?

Our second half inventory math

Jul 5, 2023 •

2H23: Not Out of the Woods

16 things I'm thinking about

Jul 2, 2023 •

June 2023

"Comp"rehensive Analysis

When FCF yield isn't enough

Jun 21, 2023 •

Tenaz Energy: Out of Control

Tenaz has gotten themselves into an interesting situation, I believe — the factors that would see the business increasing in value, at this point, are…

Jun 15, 2023 •

OPEC Pre-Meeting

There is a lot of discussion about what may happen tomorrow, and what OPEC decides to do with their production quotas — cut, or maintain. Feel free to…

Jun 4, 2023 •

May 2023

The PubCo Incentive

Misaligned motivations destroy shareholder value

May 30, 2023 •

The US doesn't matter anymore

May 28, 2023 •

Ju-n-ior Own Out Here

Now isn't the time to hang out down market

May 26, 2023 •

Whitecap: It's Accrual World

Quick take on their May 23rd CRA notice

May 24, 2023 •

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