Kardamow

A subsidiary of HFI Research. Jon Costello is the author of all the reports.

A journey through the oil markets from the physical perspective. We take a look at barrels moving

Insights on the energy sector, with an focus on Europe

Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

commentary and opinion on trading and markets and an occassional short story

Cutting Through Chaos: Your Guide to a Shifting World. From financial markets to geopolitics and energy, I help you navigate the changes that matter.

My personal Substack

Featured on FT Alphaville. Not investment advice. Just economic realism with a sharp edge and occasional sarcasm. Gen Z, all opinions are my own.

Vertically integrated, biophysical economic research. Quantifying the Collapse.

A blog about the financial history of the Oil & Gas 🛢 industry told through charts 📈 that go back 💯+ years.

Daily Podcast on stocks w/no ads, no politics! Substack Featured 3x + Substack Best Seller! Full length podcast episodes w/ show notes | Premium chat room | Trade setups | Watch lists

Daily, weekly, and monthly investment research and analysis for individuals from Bill Bonner, Tom Dyson, Dan Denning, and other members of our private research network.

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Coverage on all things petroleum, focusing on the U.S. downstream, including gasoline, diesel and jet fuel and pricing.

All things energy. Challenging the dominant narrative because facts matter.

The future research agenda for energy politics is concerned primarily with the future evolution of the geopolitics of energy in a rapidly changing landscape.

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

The premier intelligence and brand partner for global container shipping, delivering insights to 200,000+ professionals worldwide.

Contrarian Investment Research - Energy (Oil & Natural Gas)

Market analysis, idea generation and education from a London-based portfolio manager. Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

A curated stream of worthy short stories (and the occasional novel)....because you're never too young or too old to enjoy being read to.

Energy modelers Isaac Orr and Mitch Rolling write about the energy issues facing our world.

Believe half of what you see and non of what you hear.

global monetary mechanics