About
We publish analysis on supply, trade flows, and the geopolitical forces that move prices — typically before the mainstream financial press catches up. Every issue is built around data, not opinion. We show our arithmetic. We name the risk. We tell you what to watch next.
The newsletter is written by economists with PhDs and MScs who have spent careers working at the intersection of oil markets, data, and geopolitics. We are independent. We have no institutional affiliation, no house view tied to a trading position, and no commercial interest in the conclusions we reach.
Every issue is structured around three pillars.
Our analysis draws on multiple independent data streams, cross-referenced on every figure we publish.
- Seaborne trade flow data and vessel tracking
- Satellite vessel positioning and AIS transit records
- Government import and export statistics
- Reservoir production data in public circulation
- Major agency forecasts — IEA, EIA, OPEC
The newsletter is free. It lands every Sunday. If you find it useful, the best thing you can do is forward it to one person in your network who follows energy markets.
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