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(Public) The Oil Market's Turning Point
Editor’s Note: This article was first published to paying subscribers on August 10.
17 hrs ago
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August 2026
(WCTW) How Much Time Do We Have Left On The Oil Math?
Now that we are 6 months into this war, we know the following:
Aug 31
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(Idea) The Energy Sector In Colombia And Venezuela Is At An Inflection Point
Since the start of 2026, I have written numerous times on the golden opportunities we are seeing in Colombia and Venezuela.
Aug 29
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Late Summer Heat Pushes A Tighter Natural Gas Balance
September is going to make a difference for the US natural gas market.
Aug 28
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Oil Shuttle Trade And How Many Tacos Can You Eat?
I don’t know about you, but I never want to eat another taco in my life again.
Aug 26
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Here's My Game Plan For The Oil Trade
In this article, I’ll share my thoughts on how I plan to navigate the portfolio.
Aug 24
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(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value
This article is public.
Aug 20
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Everything You Need To Know About The Oil Market Today
I’ll try to make your life as easy as possible with this article.
Aug 19
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The Oil Shortage The Market Is Still Underpricing, Part II
By: Jon Costello
Aug 19
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(WCTW) An Unsustainable Equilibrium
Lower oil-on-water will hit onshore inventories soon; the oil deficit is clearly unsustainable.
Aug 18
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(MEMO) Memo - The Fun Is Just Getting Started
Oil is caught between the battle of giants. Who wins?
Aug 14
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Oil Math Update - Where Are We And Where Are We Headed
The global oil market today is sitting around a -3 to -4 million b/d deficit.
Aug 13
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