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.
Website: https://cms.valoranalytics.com/
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.
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.
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.
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.
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