The best Energy Markets newsletters

A weekday newsletter delivering five concise analyses of international affairs, each pairing news with historical context, an explicit judgment and a business-relevance note. Written by former diplomats, it also opens each issue with a classical artwork and light humor.

A monthly data-driven review of Australia's National Electricity Market, covering spot prices, forward curves, volatility, batteries and renewables. Readers get regional price statistics and analysis of what is driving market shifts.

Essay series on how Africa's power, AI compute and cross-border infrastructure can be financed through new contracts, institutions and markets. Readers get argued, finance-literate analysis of instruments like the Compute Purchase Agreement, compute utilities and regional power market settlement.

Analyzes structural forces in the U.S. natural gas market, including storage benchmarks, LNG export flows, and policy levers affecting Henry Hub pricing. Each issue argues a specific thesis backed by figures from EIA, DOE and project-level data.

Data-driven essays on the Australian electricity grid and National Electricity Market, using AEMO datasets to examine wholesale prices, price volatility and storage. Readers get analysis of how market design and renewables reshape energy economics.

A paid-subscription newsletter tracking the escalation trajectory of the Iran war, with frameworks for judging shifts in conflict dynamics and their strategic and economic effects. Recent issues analyse US-Israel-Iran signalling, Strait of Hormuz reopening proposals and Russian mediation with a clear forecasting angle.

Truflation's blog publishes analysis of US inflation data, comparing official releases such as the Beige Book and PPI with its own daily real-time index. It also announces products like the Truman daily macro briefing.

A climate finance newsletter covering how markets, energy, AI investment and insurance intersect with climate change. It mixes daily news briefs with original analysis and weekly roundups of its top stories.

Weekly market reports on European natural gas and oil covering prices, storage, LNG flows, supply and major news. Readers get data-heavy snapshots with short interpretations of what each move means for supply and prices.

A daily Spanish-language briefing covering geopolitics, finance and current affairs, with a focus on Middle East tensions, energy markets and investment decisions. Each issue opens with sunrise and sunset times in Madrid, the saint of the day and a number of the day.

Bison Insights is an oil and gas investing newsletter by Josh Young that shares stock ideas, oil market charts and price signals. It mixes weekly oil market updates with position reviews and frequent promotion of paid subscriptions.

A markets newsletter that applies long-term debt cycle and business cycle frameworks to current macro and geopolitical events, including the Iran conflict and the Hormuz oil disruption. Readers get a thesis-driven view of where markets may be mispricing risk, with investment framing.

Valor Analytics publishes options analytics focused on crude oil and natural gas markets, appearing as daily reports and periodic 'Valor View' commentary. The excerpts show only issue titles, so the specific content and depth cannot be confirmed.

Thrive is a newsletter for convenience store operators that interprets fuel distributor and energy company stock movements and their implications for supply chains. Recent issues focus on stock tickers like Global Partners, HF Sinclair and Kinder Morgan and what they signal to c-store businesses.