The best Oil And Gas newsletters

Independent research newsletter that publishes trade updates and analysis on energy, macro and geopolitics, with specific long and short positions. Readers get a point-of-view read on sell-side notes, company news and market events, tied back to earlier pieces.

Age of Transformation, rebranding as Phase Shift, publishes analysis of civilisational energy transition and the planetary phase shift framework. Recent issues model the economics of reopening North Sea drilling and assess responses to the Strait of Hormuz crisis against timeline, energy return and price-transmission tests.

A contrarian energy investment newsletter that shares trade theses, position updates and game plans for oil and natural gas, often pairing market data (EIA, IEA) with the author's own portfolio decisions. Readers get detailed, opinionated analysis of oil demand and price signals alongside explicit stock and ETF positions.

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.