Good afternoon to all paying subscribers — today we are incredibly pleased to announce the initial transition from Substack, to a more significant research offering. We have been working on HTM energy for a few months now, hiring people to fill in knowledge gaps, and putting in place the resource to deliver a better product.
Today we start with a review of the Peyto for Repsol deal, which is accessible at the new site http://www.htm.energy. Immediately following this email, paying subscribers will receive an email to create an account on the new website (shown below). After that, all notes, which we will aim to publish 5x a week, will be accessible through “Private Research” — with similar coverage and breadth that we have sampled over the past month but posted semi-publicly.
What’s different now? Nothing — we are going to continue to grow, add data access, competency, and expand our coverage. Research will be delivered via email as has been with Substack, and accessible through the p…