Analysis of upstream oil and gas in Asia-Pacific, with a current focus on Indonesia's company landscape and M&A activity. It uses the publisher's production, ownership, licensing and deal data to assess company strategies.
Website: https://kawi-energy-research.ghost.io/
Analyses oil and gas companies, deals and geopolitics from an equity investor's perspective, covering topics such as Venezuela's reopening, Kurdistan upstream mergers and Gran Tierra's asset sale. Issues combine specific figures with a clear point of view on what transactions mean for shareholders.
Kardamow publishes independent research and trade updates on energy, macro and geopolitics, tying each position back to earlier long-form pieces. Readers get specific trade rationales with cited figures, sell-side commentary and explicit follow-ups on prior calls.
Daily analysis of oil and gas markets and energy companies, built on SEC filings and commodity price data. It connects company results and corporate events to WTI, Brent and Henry Hub moves, with a focus on US upstream and oilfield services.
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.
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