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(WCTW) A Watershed Moment Is Coming For The Oil Market In 2026
The Saudis convinced the rest of OPEC+ to undergo an oil capacity audit. This is the watershed moment for the global oil market.
Dec 3
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Top posts
(Important) The Peak In US Oil Production Is Here And Why You Need To Own Energy Stocks
Nov 9, 2024
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The Out Of Touch Oil Market Will Meet Reality Soon
Dec 11, 2024
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(WCTW) It's Time To Get Extremely Bullish Natural Gas (Long-Term)
Aug 26, 2024
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(WCTW) This Is It
Feb 12, 2024
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(WCTW) History Is Rhyming
Aug 19
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Recent posts
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Addressing The Elephant In The Room - Where The Hell Is The Oil Surplus?
Q4 2025 is coming to a close soon, and there’s one thing all oil market participants must acknowledge: this quarter was not as oversupplied as initially…
7 hrs ago
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(Guest Post) Oil In 2026: Narrative Vs Reality - Why The Oil Market Is So Confused By Dr. Anas Alhajji
Editor’s Note: The consensus has been overly bearish on the oil market in 2025 and Dr.
12 hrs ago
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Anas Alhajji
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(Macro) Chemical Sector Part 3 - Lessons From Past Cycles And How They Apply To Today's Chemical Stocks
By: Jon Costello
Dec 3
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(Public) Sable Offshore Will Run Out Of Money By January
Federal support? There's nothing coming.
Dec 2
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Here's How I'm Looking At The Natural Gas Market
Here’s a quick snapshot of the latest developments in the natural gas market:
Dec 1
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US Crude Oil Production Has Peaked And Why This Is Important For The Global Oil Market Balance
In the EIA’s petroleum supply monthly released today, it confirmed that US crude oil production for September hit an all-time high of ~13.844 million…
Nov 29
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(MEMO) Memo - Shitty Businesses
A memo from a decade-long energy investor that’s too familiar with the definition of a shitty business.
Nov 27
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