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.

Giacomo Prandelli's newsletter follows commodity markets, especially oil, natural gas and LNG, asking who captures the price gaps between regions and along supply chains. Readers get sector analysis, trade-flow explanations and pointers to commodity-linked stocks, framed around the money flows behind the numbers.

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.

Dayrate Duration is an analytical newsletter on offshore drilling and deepwater exploration and production, covering rig dayrates, fleet supply, drillers' balance sheets and debt. It is aimed at readers who want a data-driven view of how the deepwater rig market and drillers such as Transocean and Valaris are likely to move.