The hottest Oil Substack posts right now

And their main takeaways
Category
Top World Politics Topics

Guilt by Association

Doomberg • 6508 implied HN points • 12 Apr 23
🔬 Science Oil
  1. Old practices of thrift are now merchandised as 'upcycling.'
  2. Utilizing byproducts from manufacturing and petrochemical industry is both necessary and economical.
  3. High oil prices incentivize more oil drilling, leading to oversupply and lower natural gas prices in the US.

The Russia Sanctions Need a Reset

The Overshoot • 530 implied HN points • 11 Oct 23
🌍 World Politics Oil
  1. Allies need to correct course on Russia sanctions to have significant impact
  2. Russian imports rebounded despite export controls and financial sanctions
  3. Sanctions on Russian oil and gas exports may not be as effective as expected

The People's Central Bank of Oil

Syncretica • 471 implied HN points • 05 Oct 23
💰 Finance Oil
  1. China's Strategic Petroleum Reserve size can be estimated through accounting methods
  2. China uses its SPR to manage oil imports and impact global oil markets
  3. China's high diesel demand raises questions about surplus and export quotas

Nigeria and Shell

Life in the 21st Century • 157 implied HN points • 16 Jan 24
🌍 World Politics Oil
  1. Shell is exiting Nigeria after more than 60 years due to difficulties operating in a region hit by corruption and violence.
  2. Shell's actions in Nigeria funded brutal military rule and had a terrible environmental record in the Delta.
  3. Nigerian oil exports have impacted the US, and oil has been a curse for Nigeria.
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Top Links 557 Inflation worries and the US bond market. Russian oil mega merger. Van Gogh & the art of dying.

Chartbook • 386 implied HN points • 11 Nov 24
💰 Finance Oil
  1. Inflation concerns are becoming a big issue again for the US bond market. This can affect interest rates and borrowing costs for everyone.
  2. There is a significant merger happening in the Russian oil sector. This might change the landscape of oil supply and prices globally.
  3. Van Gogh's life and art are being explored in a new way, touching on themes of mortality and creativity. His work continues to inspire deep reflections on life and death.

Energy

Life in the 21st Century • 78 implied HN points • 30 Jan 24
🌞 Climate & Environment Oil
  1. Global energy use heavily relies on fossil fuels like coal, oil, and natural gas.
  2. The Biden administration is pausing LNG export growth as a gesture towards climate concerns.
  3. Industrialization and economic vibrancy are closely tied to increasing energy usage.

Why is US easing some sanctions on Venezuela? Economic blackmail, oil, Russia

Geopolitical Economy Report • 279 implied HN points • 26 May 22
🌍 World Politics Oil
  1. The US is easing some sanctions on Venezuela mainly due to economic reasons such as the ban on Russian oil and the necessity to stabilize energy prices.
  2. The situation in Venezuela shows that many oppose US sanctions, regardless of their political affiliation, and the sanctions have had severe negative economic impacts on the country.
  3. The US strategy towards Venezuela aims to force economic concessions from the socialist government through hybrid warfare, rather than achieving regime change.

Israel-Palestine, Community Notes, Oil

The Save Journalism Committee • 309 implied HN points • 18 Oct 23
🌍 World Politics Oil
  1. The importance of moral clarity depending on informational clarity in relation to the Israel-Palestine conflict.
  2. The need for accurate and thorough reporting to combat misinformation and biases in journalism.
  3. The discussion on oil reserves and the importance of understanding metrics to avoid unnecessary alarm or misinformation.

Ancova Energy Market Update

Ancova • 58 implied HN points • 30 Mar 23
💼 Business Oil
  1. Crude oil prices are rising due to various factors like weak U.S. dollar and decreased inventory.
  2. U.S. oil and gas rig count shows fluctuations across different basins and sectors.
  3. Natural gas market faces challenges with mild demand, impacting prices and regional cash prices.

Ancova Energy Market Update

Ancova • 19 implied HN points • 11 Jan 24
💰 Finance Oil
  1. Crude oil prices affected by Iran's oil tanker seizure.
  2. Natural gas futures rise with anticipated arctic weather.
  3. U.S. oil and gas rig count sees a slight increase.

Ancova Energy Market Update

Ancova • 19 implied HN points • 13 Jul 23
💰 Finance Oil
  1. Crude oil prices are rising due to various positive factors like OPEC cuts and a weaker US Dollar.
  2. IEA has reduced its oil demand growth forecast, but still expects global demand to be at record highs.
  3. Natural gas prices are stable despite increased demand, thanks to record production levels and high storage.

Super Moon Straw Quiet

The False Consensus Effect • 19 implied HN points • 03 Jul 23
🎨 Art & Illustration Oil
  1. The author reflects on feeling quiet and observant during a super moon, choosing to not engage in writing or talking but rather embracing silent observance.
  2. The author mentions experiencing overwhelming positive sensations lately, becoming more sensitive and quiet, which has been a new and ongoing shift in their bodymind.
  3. The post shares various quiet paintings by the author, showcasing their artistic expression while exploring themes of quiet and observance.

America's Energy Export Boom

Apricitas Economics • 35 implied HN points • 15 Dec 23
💼 Business Oil
  1. The US has become a major net energy exporter due to record oil and gas production.
  2. The fracking boom in the US has significantly increased natural gas and oil production.
  3. US LNG exports are growing, making the country a key player in the global energy market.

From oil price speculation to higher inflation?

Klement on Investing • 6 implied HN points • 09 Jan 24
💰 Finance Oil
  1. Speculators in commodity futures markets may increase price volatility but do not have a significant long-term impact on price levels.
  2. Rise in oil prices in 2021 and after the Russian invasion of Ukraine in February 2022 was a key driver of inflation spike in 2022 and 2023.
  3. Study suggests that oil price spike was partially due to excessive speculation by oil traders, which in turn contributed to an increase in US inflation.

Investing Update: Is Inflation Reigniting? 

Spilled Coffee • 0 implied HN points • 10 Feb 24
💰 Finance Oil
  1. The S&P 500 has been on a significant upward trend, reaching record highs in recent weeks with impressive gains over several consecutive weeks.
  2. Historically, February has been a weak month for the S&P 500, and concerns about the market's performance during election years have been raised.
  3. Early indicators suggest a potential reignition of inflation, despite some positive economic data, with a focus on declining number of stocks above the 50-day moving average.