Research Archive
Deep-dive research notes on the themes that drive the energy complex. Free primers are open to everyone; the full archive is part of The Crude Oracle Premium.
Featured Report · Free Download
How much oil, gas and coal is actually left — and why reserves-to-production ratios are an economic signal, not a countdown clock. Reserve concentration by country, depletion horizons, the production-to-reserves paradox and what carbon constraints mean for asset values.
PDF report · Figures are indicative — verify against primary sources (Energy Institute Statistical Review, EIA). Not investment advice.
How much oil, gas and coal is actually left — reserve concentration by country, R/P ratios, the production-to-reserves paradox and carbon-constraint risk. Downloadable PDF report with summary infographic.
2026-07-04 · PDF report · Sources: Energy Institute Statistical Review, EIA public data
A free primer on the structure of global oil demand — transport, petrochemicals, aviation, industry — and why 'peak demand' timing is contested.
2026-05-30 · 8 min · Sources: Energy Institute Statistical Review, IEA public data
How to interpret weekly EIA inventory reports: headline vs adjustment factors, Cushing, SPR, and product stocks.
2026-05-22 · 9 min · Sources: EIA Weekly Petroleum Status Report
Why effective global spare capacity is more concentrated — and more fragile — than headline numbers suggest, and what that means for tail-risk pricing in crude.
2026-06-28 · 12 min · Sources: IEA Oil Market Report (public pages), OPEC Monthly Oil Market Report (public pages)
A framework for valuing UK North Sea producers under alternative windfall-tax and licensing scenarios.
2026-06-21 · 15 min · Sources: North Sea Transition Authority, UK DESNZ publications, Company RNS announcements
Mapping the 2026–2029 liquefaction build-out against price-sensitive Asian demand, and the implications for TTF, JKM and LNG equities.
2026-06-14 · 14 min · Sources: IEA Gas Market Report (public pages), Company investor presentations
Why tanker supply fundamentals remain tight even if geopolitical rerouting normalises.
2026-06-07 · 10 min · Sources: UNCTAD shipping data, Company fleet status reports
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