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What To Make Of The Saudi/Houthi Situation And How It Relates To The Oil Math
The Saudi and Houthi situation is escalating.
18 hrs ago
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(WCTW) The Final Countdown
No, this isn’t about the song, though it is an awesome one.
Sep 15
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(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation
By: Jon Costello
Sep 11
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25
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What Can "They" Do To Push Oil Prices Lower In The Near-Term?
Oh, you know they are thinking of something.
Sep 10
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45
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(WOMM) What’s On My Mind - The Venezuela Land Grab
By: Jon Costello
Sep 10
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(WCTW) This Cannot Be That Obvious
We aren't going back to the way it was. The oil market has changed.
Sep 9
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Here's My Game Plan For The Oil Trade (Sept 8)
I’m going to stick to the tradition of updating you all on my real-time thoughts on the oil trade.
Sep 8
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(MEMO) Memo - Who Blinks First?
Will it be China, Iran, or the US? The oil market's trajectory depends on it.
Sep 4
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45
2
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(Public) US Crude Oil Production Is Showing A Lot Of Weakness
It’s been a while since I’ve covered US crude oil production, but rest assured, I’ve been watching the data closely.
Sep 3
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Here's My Game Plan For The Oil Trade (Sept 1 Update)
In this update, I will focus only on short-term oil trades.
Sep 2
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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.
Sep 1
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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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